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Cypress Point Wealth Management, LLC: AVLC position timeline

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

Cypress Point Wealth Management, LLC held 482,866 AVLC 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 482,866 shares
    Change vs previous 13F -14,506 shares

    8.84% of the 13F portfolio, value $43,438,631.

    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 497,372 shares
    Change vs previous 13F +39,589 shares

    8.31% of the 13F portfolio, value $38,571,206.

    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 457,783 shares
    Change vs previous 13F +39,065 shares

    7.86% of the 13F portfolio, value $35,990,878.

    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 418,718 shares
    Change vs previous 13F +47,427 shares

    6.48% of the 13F portfolio, value $32,036,094.

    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 371,291 shares
    Change vs previous 13F -86,772 shares

    6.42% of the 13F portfolio, value $26,376,502.

    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 458,063 shares
    Change vs previous 13F +131,888 shares

    9.33% of the 13F portfolio, value $29,407,633.

    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 326,175 shares
    Change vs previous 13F +77,581 shares

    6.86% of the 13F portfolio, value $22,033,104.

    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 248,594 shares
    Change vs previous 13F not available

    6.45% of the 13F portfolio, value $16,412,183.

    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).