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Cypress Point Wealth Management, LLC: VNQI position timeline

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

Cypress Point Wealth Management, LLC held 216,172 VNQI 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 216,172 shares
    Change vs previous 13F +11,444 shares

    1.97% of the 13F portfolio, value $9,695,333.

    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 204,728 shares
    Change vs previous 13F +31,305 shares

    1.96% of the 13F portfolio, value $9,100,178.

    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 173,423 shares
    Change vs previous 13F +46,609 shares

    1.74% of the 13F portfolio, value $7,949,730.

    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 126,814 shares
    Change vs previous 13F +65,258 shares

    1.23% of the 13F portfolio, value $6,054,080.

    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 61,556 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $2,840,790.

    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 61,556 shares
    Change vs previous 13F -2,643 shares

    0.79% of the 13F portfolio, value $2,490,539.

    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 64,199 shares
    Change vs previous 13F +3,902 shares

    0.79% of the 13F portfolio, value $2,539,696.

    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 60,297 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,828,547.

    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).