DASH β€” DOORDASH INC

Ownership history in waypoint wealth counsel  Β·  2 quarters on record

AI Ownership Summary

waypoint wealth counsel reported DOORDASH INC (DASH) in 2 quarterly 13F filings from 2025 Q2 through 2025 Q3. Peak portfolio weight reached 0.26% in 2025 Q2. The latest visible filing shows DASH at 0.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DASH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was waypoint wealth counsel's position in DOORDASH INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DASH was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.26% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How waypoint wealth counsel held DASH β€” position size vs. price
% of Fund (quarterly)    DASH price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 2,191 +95 +4.5% 0.24% $596K 2025-10-20 $265.37
2025 Q2 INITIATED 2,096 β€” β€” 0.26% $517K 2025-07-25 $249.92

FAQ About waypoint wealth counsel and DASH

These are the practical questions this page is built to answer before you even open the full history table.

How long has waypoint wealth counsel reported owning DASH?

waypoint wealth counsel reported DASH across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported DASH position in waypoint wealth counsel's portfolio?

The largest reported portfolio weight for DASH was 0.26% in 2025 Q2.

What is the latest reported DASH position on this page?

The most recent filing on this page is 2025 Q3, when waypoint wealth counsel reported 2,191 shares, equal to 0.24% of portfolio, with an estimated market value of $596K.

What does the chart on this DASH ownership page compare?

The chart compares waypoint wealth counsel's quarterly DASH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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