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Cypress Point Wealth Management, LLC: SCHH position timeline

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

Cypress Point Wealth Management, LLC held 240,432 SCHH 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 240,432 shares
    Change vs previous 13F +8,568 shares

    1.16% of the 13F portfolio, value $5,693,437.

    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 231,864 shares
    Change vs previous 13F +20,101 shares

    1.07% of the 13F portfolio, value $4,982,767.

    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 211,763 shares
    Change vs previous 13F +16,402 shares

    0.97% of the 13F portfolio, value $4,423,735.

    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 195,361 shares
    Change vs previous 13F +19,151 shares

    0.85% of the 13F portfolio, value $4,213,931.

    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 176,210 shares
    Change vs previous 13F +9,476 shares

    0.91% of the 13F portfolio, value $3,728,607.

    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 166,734 shares
    Change vs previous 13F +9,458 shares

    1.14% of the 13F portfolio, value $3,586,459.

    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 157,276 shares
    Change vs previous 13F +21,721 shares

    1.03% of the 13F portfolio, value $3,312,230.

    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 135,555 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $3,140,800.

    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).