Waypoint Wealth Partners Inc. Last Quarter Change: USA Stocks, New

Waypoint Wealth Partners Inc. quarter change: USA Stocks, New

In share positions in stocks (listed in the US), from the quarter ended 2025-03-31 to 2025-06-30, Waypoint Wealth Partners Inc. opened 6 positions, added to 8, reduced 8, sold out of 3 and left 14 unchanged. The largest increase in value was RBRK (+$11,639,802); the largest decrease was AMZN (-$1,044,511).

RBRK: Country of operation United States; Class CL A; Shares 2025-03-31 0; Shares 2025-06-30 129,923.
JPM: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 2,021.
LHX: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 1,201.
CAT: Country of operation United States; Class COM; Shares 2025-03-31 0; Shares 2025-06-30 750.

Two Form 13F-HR filings compared (SEC CIK 1817306): 2025-03-31 (filed 2025-05-13) and 2025-06-30 (filed 2025-07-10). 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; share change is the position change.

Stock	Country of operation	Class	Shares 2025-06-30	Share change	Value 2025-03-31	Value 2025-06-30	Value change
RBRK RUBRIK INC.	United States	CL A	129,923	+129,923	$0	$11,639,802	+$11,639,802
JPM JPMORGAN CHASE & CO.	United States	COM	2,021	+2,021	$0	$585,909	+$585,909
LHX L3HARRIS TECHNOLOGIES INC	United States	COM	1,201	+1,201	$0	$301,259	+$301,259
CAT CATERPILLAR INC	United States	COM	750	+750	$0	$291,158	+$291,158
ABT ABBOTT LABS	United States	COM	1,983	+1,983	$0	$269,708	+$269,708
YUM YUM BRANDS INC	United States	COM	1,392	+1,392	$0	$206,267	+$206,267

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