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CYPRESS FINANCIAL PLANNING LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CYPRESS FINANCIAL PLANNING LLC on AVGO, newest first. How the timeline and the estimate are built.

CYPRESS FINANCIAL PLANNING LLC held 691 AVGO shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 691 shares
    Change vs previous 13F +25 shares

    0.07% of the 13F portfolio, value $242,500.

    13F-HR 0001085146-26-000855 filed by CYPRESS FINANCIAL PLANNING LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 666 shares
    Change vs previous 13F -31 shares

    0.06% of the 13F portfolio, value $251,736.

    13F-HR 0001937021-26-000003 filed by CYPRESS FINANCIAL PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 697 shares
    Change vs previous 13F +57 shares

    0.06% of the 13F portfolio, value $215,826.

    13F-HR 0001937021-26-000002 filed by CYPRESS FINANCIAL PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 640 shares
    Change vs previous 13F -94 shares

    0.06% of the 13F portfolio, value $223,938.

    13F-HR 0001937021-26-000001 filed by CYPRESS FINANCIAL PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 734 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $242,186.

    13F-HR 0001085146-25-005871 filed by CYPRESS FINANCIAL PLANNING LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).