Advertisement
Screener

waypoint wealth counsel Historic Quarter Change: Foreign SPAC Units, Sold Out

waypoint wealth counsel historic quarter change: Foreign SPAC Units, Sold out

In units (a share and a warrant or right, mostly SPACs) (depositary receipts and foreign shares traded over the counter), over 14 quarters from 2022-12-31 to 2026-06-30, waypoint wealth counsel opened 0 positions, added to 0, reduced 0 and sold out of 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1807909), 14 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-04); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-23); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-28); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-20); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-25); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-22); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-04); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-19); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-12); Q4 2023 (2023-09-30 to 2023-12-31, filed 2024-04-03); Q3 2023 (2023-06-30 to 2023-09-30, filed 2024-04-03); Q2 2023 (2023-03-31 to 2023-06-30, filed 2024-04-02); Q1 2023 (2022-12-31 to 2023-03-31, filed 2024-04-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-12-31.

No position of this class changed this way in the filings compared.

Similar Firms

Firm NameCountry13F ValueHoldings
Broadway Wealth Solutions, Inc.United States$0.193B95
JACKSON HILL ADVISORS, LLCUnited States$0.193B13
Exome Asset Management LLCUnited States$0.193B56
Topel & Distasi Wealth Management, LLCUnited States$0.193B58
Ayrshire Capital Management LLCUnited States$0.193B50
Mitsubishi UFJ Asset Management (UK) Ltd.United Kingdom$0.193B96
Banque de Luxembourg S.A.Luxembourg$0.193B77
BostonPremier Wealth LLCUnited States$0.194B70
Legal Advantage Investments, Inc.United States$0.194B79
BankPlus Wealth Management LLCUnited States$0.194B117