Skip to content
Disclosery

Cypress Point Wealth Management, LLC: DFAC position timeline

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

Cypress Point Wealth Management, LLC held 1,423,391 DFAC 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 1,423,391 shares
    Change vs previous 13F +45,431 shares

    12.84% of the 13F portfolio, value $63,141,605.

    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 1,377,960 shares
    Change vs previous 13F +71,022 shares

    11.53% of the 13F portfolio, value $53,547,530.

    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 1,306,938 shares
    Change vs previous 13F +43,633 shares

    11.29% of the 13F portfolio, value $51,741,672.

    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 1,263,305 shares
    Change vs previous 13F +87,220 shares

    9.86% of the 13F portfolio, value $48,725,671.

    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 1,176,085 shares
    Change vs previous 13F -50,984 shares

    10.26% of the 13F portfolio, value $42,150,904.

    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 1,227,069 shares
    Change vs previous 13F +104,871 shares

    12.84% of the 13F portfolio, value $40,481,015.

    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 1,122,198 shares
    Change vs previous 13F +99,386 shares

    12.09% of the 13F portfolio, value $38,816,830.

    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 1,022,812 shares
    Change vs previous 13F not available

    13.78% of the 13F portfolio, value $35,072,225.

    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).