Waypoint Wealth Partners - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Waypoint Wealth Partners going back to Jan. 29, 2021
- Waypoint Wealth Partners 2025 Q2 - filed July 10, 2025 - new!
- Waypoint Wealth Partners 2024 Q4 - filed Jan. 30, 2025
- Waypoint Wealth Partners 2024 Q3 - filed Nov. 8, 2024
- Waypoint Wealth Partners 2024 Q2 - filed July 24, 2024
- Waypoint Wealth Partners 2024 Q1 - filed April 24, 2024
- Waypoint Wealth Partners 2023 Q4 - filed Feb. 9, 2024
- Waypoint Wealth Partners 2023 Q3 - filed Oct. 23, 2023
- Waypoint Wealth Partners 2023 Q2 - filed July 31, 2023
- Waypoint Wealth Partners 2023 Q1 - filed May 1, 2023
- Waypoint Wealth Partners 2022 Q4 - filed Feb. 1, 2023
- Waypoint Wealth Partners 2022 Q3 - filed Oct. 26, 2022
- Waypoint Wealth Partners 2022 Q2 - filed Aug. 5, 2022
- Waypoint Wealth Partners 2022 Q1 - filed May 9, 2022
- Waypoint Wealth Partners 2021 Q4 - filed Feb. 9, 2022
- Waypoint Wealth Partners 2021 Q3 - filed Nov. 9, 2021
- Waypoint Wealth Partners 2021 Q2 - filed Aug. 6, 2021
- Waypoint Wealth Partners 2021 Q1 - filed May 10, 2021
- Waypoint Wealth Partners 2020 Q4 - filed Jan. 29, 2021