Waypoint Wealth Partners »

Source Capital shares owned by Waypoint Wealth Partners

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Waypoint Wealth Partners from 13F filings

Historical chart of Waypoint Wealth Partners investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Waypoint Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Source Capital by Waypoint Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-06-30 $310k 7.2k 43.36

More positions owned by Waypoint Wealth Partners

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Rubrik Cl A (RBRK)
United Parcel Service CL B (UPS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Core Msci Eafe (IEFA)
Airbnb Com Cl A (ABNB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Dimensional Etf Trust International (DFSI)

View all positions for Waypoint Wealth Partners

Top funds holding Source Capital

DKM Wealth Management
D.A. Davidson & Co.
Hara Capital
Morgan Stanley
Mesirow Financial Investment Management International Equity
First Trust Advisors
Wells Fargo & Company
Raymond James Financial
Hennion & Walsh Asset Management
Anchor Investment Management
Smith Asset Management
Invesco
Chemistry Wealth Management
Us Bancorp
LPL Financial

View all funds holding Source Capital