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Cypress Point Wealth Management, LLC: AVEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cypress Point Wealth Management, LLC on AVEE, newest first. How the timeline and the estimate are built.

Cypress Point Wealth Management, LLC held 18,648 AVEE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,648 shares
    Change vs previous 13F +1,251 shares

    0.26% of the 13F portfolio, value $1,292,732.

    13F-HR 0001825611-26-000004 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,397 shares
    Change vs previous 13F +3,932 shares

    0.24% of the 13F portfolio, value $1,103,492.

    13F-HR 0001825611-26-000002 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 13,465 shares
    Change vs previous 13F +4,352 shares

    0.18% of the 13F portfolio, value $840,327.

    13F-HR 0002085853-26-000160 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,113 shares
    Change vs previous 13F +518 shares

    0.12% of the 13F portfolio, value $584,359.

    13F-HR 0002085853-25-000023 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,595 shares
    Change vs previous 13F -1,131 shares

    0.13% of the 13F portfolio, value $517,837.

    13F-HR 0001667731-25-000764 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,726 shares
    Change vs previous 13F +2,184 shares

    0.16% of the 13F portfolio, value $510,810.

    13F-HR 0001667731-25-000439 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,542 shares
    Change vs previous 13F +1,013 shares

    0.13% of the 13F portfolio, value $402,013.

    13F-HR 0001667731-25-000075 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,529 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $384,234.

    13F-HR 0001825611-24-000004 filed by Cypress Point Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).