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Cypress Point Wealth Management, LLC: DFIC position timeline

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

Cypress Point Wealth Management, LLC held 566,203 DFIC 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 566,203 shares
    Change vs previous 13F +16,279 shares

    4.29% of the 13F portfolio, value $21,096,733.

    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 549,924 shares
    Change vs previous 13F +48,039 shares

    4.21% of the 13F portfolio, value $19,538,805.

    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 501,885 shares
    Change vs previous 13F +11,924 shares

    3.77% of the 13F portfolio, value $17,294,967.

    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 489,961 shares
    Change vs previous 13F +29,546 shares

    3.25% of the 13F portfolio, value $16,065,813.

    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 460,415 shares
    Change vs previous 13F +27,437 shares

    3.48% of the 13F portfolio, value $14,314,294.

    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 432,978 shares
    Change vs previous 13F +24,259 shares

    3.81% of the 13F portfolio, value $12,023,789.

    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 408,719 shares
    Change vs previous 13F +46,225 shares

    3.29% of the 13F portfolio, value $10,563,336.

    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 362,494 shares
    Change vs previous 13F not available

    4.01% of the 13F portfolio, value $10,200,582.

    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).