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Cypress Point Wealth Management, LLC: DFGR position timeline

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

Cypress Point Wealth Management, LLC held 34,028 DFGR 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 34,028 shares
    Change vs previous 13F -1,706 shares

    0.2% of the 13F portfolio, value $985,780.

    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 35,734 shares
    Change vs previous 13F -8,938 shares

    0.2% of the 13F portfolio, value $949,813.

    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 44,672 shares
    Change vs previous 13F -28,018 shares

    0.26% of the 13F portfolio, value $1,180,236.

    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 72,690 shares
    Change vs previous 13F -40,146 shares

    0.4% of the 13F portfolio, value $1,985,170.

    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 112,836 shares
    Change vs previous 13F +250 shares

    0.74% of the 13F portfolio, value $3,027,399.

    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 112,586 shares
    Change vs previous 13F +18,748 shares

    0.94% of the 13F portfolio, value $2,956,496.

    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 93,838 shares
    Change vs previous 13F +34,325 shares

    0.75% of the 13F portfolio, value $2,396,635.

    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 59,513 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $1,717,558.

    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).