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Cypress Point Wealth Management, LLC: PLTR position timeline

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

Cypress Point Wealth Management, LLC held 926,151 PLTR 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 926,151 shares
    Change vs previous 13F -1,522 shares

    21.98% of the 13F portfolio, value $108,054,038.

    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 927,673 shares
    Change vs previous 13F +1,793 shares

    29.23% of the 13F portfolio, value $135,700,007.

    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 925,880 shares
    Change vs previous 13F -290,477 shares

    35.92% of the 13F portfolio, value $164,575,170.

    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 1,216,357 shares
    Change vs previous 13F -16,775 shares

    44.9% of the 13F portfolio, value $221,887,844.

    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 1,233,132 shares
    Change vs previous 13F +3,940 shares

    40.92% of the 13F portfolio, value $168,100,555.

    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 1,229,192 shares
    Change vs previous 13F -274,311 shares

    32.91% of the 13F portfolio, value $103,743,805.

    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 1,503,503 shares
    Change vs previous 13F -32,741 shares

    35.41% of the 13F portfolio, value $113,709,932.

    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 1,536,244 shares
    Change vs previous 13F not available

    22.45% of the 13F portfolio, value $57,148,277.

    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).