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Cypress Point Wealth Management, LLC: DFAU position timeline

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

Cypress Point Wealth Management, LLC held 121,818 DFAU 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 121,818 shares
    Change vs previous 13F -565 shares

    1.28% of the 13F portfolio, value $6,296,750.

    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 122,383 shares
    Change vs previous 13F -79 shares

    1.19% of the 13F portfolio, value $5,521,930.

    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 122,462 shares
    Change vs previous 13F -310 shares

    1.25% of the 13F portfolio, value $5,731,231.

    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 122,772 shares
    Change vs previous 13F -2,353 shares

    1.14% of the 13F portfolio, value $5,618,064.

    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 125,125 shares
    Change vs previous 13F -39,984 shares

    1.29% of the 13F portfolio, value $5,300,300.

    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 165,109 shares
    Change vs previous 13F -3,703 shares

    2.01% of the 13F portfolio, value $6,346,799.

    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 168,812 shares
    Change vs previous 13F -1,766 shares

    2.13% of the 13F portfolio, value $6,835,191.

    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 170,578 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $6,770,236.

    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).