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Cypress Point Wealth Management, LLC: IEFA position timeline

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

Cypress Point Wealth Management, LLC held 0 IEFA 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 0 shares
    Change vs previous 13F -3,942 shares

    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).

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

  2. period ended2026-03-31
    13F 3,942 shares
    Change vs previous 13F -1,000 shares

    0.08% of the 13F portfolio, value $356,870.

    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 4,942 shares
    Change vs previous 13F -122 shares

    0.1% of the 13F portfolio, value $442,112.

    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 5,064 shares
    Change vs previous 13F -1,161 shares

    0.09% of the 13F portfolio, value $442,138.

    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 6,225 shares
    Change vs previous 13F -1,689 shares

    0.13% of the 13F portfolio, value $519,663.

    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 7,914 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $598,695.

    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 7,914 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $556,196.

    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 7,914 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $617,688.

    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).