waypoint wealth counsel
New filing · SEC EDGAR
This page reproduces a recorded source event. It is not a live quote, forecast, recommendation or legal conclusion.
Event type
filing.new
Occurred
2026-08-04
Reported
2026-08-04
Disclosure lag
0 days
Context
links are based on the recorded entity type| Field | Recorded value |
|---|---|
| Entity | waypoint wealth counsel |
| Source | SEC EDGAR ↗ |
| Source identifier | — |
| Event ID | #321539 |
Recorded payload
JSON payload as stored after parsing{
"accession": "0001807909-26-000003",
"cik": "1807909",
"company_name": "waypoint wealth counsel",
"form": "13F-HR",
"source_path": "edgar/data/1807909/0001807909-26-000003.txt"
}Source: Open recorded SEC filing
Source: SEC EDGAR · as of 2026-08-04T00:00:00Z