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waypoint wealth counsel

SEC CIK
0001807909
Latest filing
Aug 4, 2026

SF holding history

Stifel Financial Corp in every 13F filed by waypoint wealth counsel, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SF overviewAll 13F holders of SFFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q3 2025
Holdings of SF by waypoint wealth counsel, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,039−100.0%Sold outHolders
Q1 20263,039$224.6K0.1%+960+46.2%AddedHolders
Q4 20252,079$260.3K0.1%+143+7.4%AddedHolders
Q3 20251,936$219.7K0.1%+1,936NewHolders