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Cypress Point Wealth Management, LLC: DFUS position timeline

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

Cypress Point Wealth Management, LLC held 292,275 DFUS 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 292,275 shares
    Change vs previous 13F +18,054 shares

    4.87% of the 13F portfolio, value $23,949,053.

    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 274,221 shares
    Change vs previous 13F +54,378 shares

    4.19% of the 13F portfolio, value $19,445,030.

    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 219,843 shares
    Change vs previous 13F +28,036 shares

    3.56% of the 13F portfolio, value $16,305,788.

    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 191,807 shares
    Change vs previous 13F +27,307 shares

    2.81% of the 13F portfolio, value $13,894,490.

    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 164,500 shares
    Change vs previous 13F -4,011 shares

    2.68% of the 13F portfolio, value $11,024,792.

    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 168,511 shares
    Change vs previous 13F +50,881 shares

    3.23% of the 13F portfolio, value $10,191,544.

    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 117,630 shares
    Change vs previous 13F +40,715 shares

    2.34% of the 13F portfolio, value $7,498,916.

    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 76,915 shares
    Change vs previous 13F not available

    1.88% of the 13F portfolio, value $4,784,121.

    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).