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Cypress Point Wealth Management, LLC: DCOR position timeline

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

Cypress Point Wealth Management, LLC held 249,842 DCOR 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 249,842 shares
    Change vs previous 13F -3,714 shares

    4.17% of the 13F portfolio, value $20,482,089.

    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 253,556 shares
    Change vs previous 13F +17,410 shares

    3.94% of the 13F portfolio, value $18,276,295.

    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 236,146 shares
    Change vs previous 13F +7,756 shares

    3.8% of the 13F portfolio, value $17,387,424.

    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 228,390 shares
    Change vs previous 13F +1,082 shares

    3.32% of the 13F portfolio, value $16,430,352.

    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 227,308 shares
    Change vs previous 13F +155,755 shares

    3.7% of the 13F portfolio, value $15,195,564.

    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 71,553 shares
    Change vs previous 13F +6,333 shares

    1.39% of the 13F portfolio, value $4,388,344.

    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 65,220 shares
    Change vs previous 13F +10,220 shares

    1.3% of the 13F portfolio, value $4,184,532.

    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 55,000 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $3,483,697.

    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).