Skip to content

Cypress Point Wealth Management, LLC: HOOD position timeline

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

Cypress Point Wealth Management, LLC held 2,792 HOOD 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 2,792 shares
    Change vs previous 13F +2,792 shares

    0.06% of the 13F portfolio, value $279,982.

    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 0 shares
    Change vs previous 13F -2,359 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 2,359 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $266,803.

    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 2,359 shares
    Change vs previous 13F -260 shares

    0.07% of the 13F portfolio, value $337,762.

    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 2,619 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $245,217.

    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).