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Cypress Point Wealth Management, LLC: VUSB position timeline

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

Cypress Point Wealth Management, LLC held 19,422 VUSB 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 19,422 shares
    Change vs previous 13F +674 shares

    0.2% of the 13F portfolio, value $966,836.

    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 18,748 shares
    Change vs previous 13F +5,390 shares

    0.2% of the 13F portfolio, value $933,362.

    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 13,358 shares
    Change vs previous 13F +4,560 shares

    0.15% of the 13F portfolio, value $665,767.

    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 8,798 shares
    Change vs previous 13F -3,075 shares

    0.09% of the 13F portfolio, value $439,846.

    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 11,873 shares
    Change vs previous 13F +1,359 shares

    0.14% of the 13F portfolio, value $592,033.

    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 10,514 shares
    Change vs previous 13F -2,712 shares

    0.17% of the 13F portfolio, value $524,170.

    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 13,226 shares
    Change vs previous 13F +606 shares

    0.2% of the 13F portfolio, value $656,283.

    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 12,620 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $630,260.

    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).