waypoint wealth counsel
Holdings in GIFT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $78,023 | 70,930 | Shares | Sole | 2026-01-28 |
| 2025-09-30 | $75,185 | 70,930 | Shares | Sole | 2025-10-20 |
| 2025-06-30 | $106,395 | 70,930 | Shares | Sole | 2025-07-25 |
| 2025-03-31 | $141,860 | 70,930 | Shares | Sole | 2025-04-23 |
| 2024-12-31 | $38,940 | 35,725 | Shares | Sole | 2025-01-22 |
| 2024-09-30 | $65,376 | 35,725 | Shares | Sole | 2024-10-04 |