Waypoint Wealth Partners Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationmill valley, CA
- CIK0001817306
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
68 | $366.67M | AVUS, DFAC, AVDE, AVEM | 13F-HR | Jan 30, 2025 | 000176538025000025 | ||
67 | $376.54M | AVUS, DFAC, AVDE, AVEM | 13F-HR | Nov 8, 2024 | 000176538024000412 | ||
64 | $342.32M | AVUS, DFAC, AVDE, AVEM | 13F-HR | Jul 24, 2024 | 000176538024000242 | ||
71 | $351.48M | AVUS, DFAC, AVDE, AVEM | 13F-HR | Apr 24, 2024 | 000176538024000168 | ||
74 | $322.38M | AVUS, DFAC, AVDE, AVEM | 13F-HR | Feb 9, 2024 | 000117266124000604 | ||
74 | $288.03M | AVUS, DFAC, AVDE, AVEM | 13F-HR | Oct 23, 2023 | 000117266123003477 | ||
70 | $292.07M | DFAC, AVUS, AVDE, AVEM | 13F-HR | Jul 31, 2023 | 000117266123002691 | ||
70 | $280.36M | DFAC, AVUS, AVDE, AVEM | 13F-HR | May 1, 2023 | 000117266123001773 | ||
63 | $254.33M | DFAC, AVUS, AVDE, AVEM | 13F-HR | Feb 1, 2023 | 000117266123000386 | ||
62 | $237.15M | DFAC, AVDE, AVUS, AVEM | 13F-HR | Oct 26, 2022 | 000117266122002241 | ||
65 | $260.80M | DFAC, AVDE, AVUS, AVEM | 13F-HR | Aug 5, 2022 | 000108514622002803 | ||
50 | $273.58M | DFAC, AVUS, AVDE, AVEM | 13F-HR | May 9, 2022 | 000108514622001832 | ||
50 | $292.22M | DFAC, AVUS, AVDE, AVEM | 13F-HR | Feb 9, 2022 | 000108514622000662 | ||
43 | $267.16M | AVDE, DFAC, AVUS, AVEM | 13F-HR | Nov 9, 2021 | 000108514621003069 | ||
40 | $257.97M | DFAC, AVDE, ABNB, AVUS | 13F-HR | Aug 6, 2021 | 000108514621002229 | ||
40 | $137.30M | AVDE, AVUS, AVEM, UPS | 13F-HR | May 10, 2021 | 000108514621001542 | ||
35 | $127.52M | AVDE, AVUS, AVEM, UPS | 13F-HR | Jan 29, 2021 | 000108514621000357 |