CYPRESS FINANCIAL PLANNING LLC: DGCB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CYPRESS FINANCIAL PLANNING LLC on DGCB, newest first. How the timeline and the estimate are built.
CYPRESS FINANCIAL PLANNING LLC held 26,555 DGCB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 26,555 sharesChange vs previous 13F +1,240 shares
0.37% of the 13F portfolio, value $1,378,380.
13F-HR 0001085146-26-000855 filed by CYPRESS FINANCIAL PLANNING LLC
Accepted , ingested - period ended2026-06-3013F 25,315 sharesChange vs previous 13F +554 shares
0.34% of the 13F portfolio, value $1,383,971.
13F-HR 0001937021-26-000003 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 24,761 sharesChange vs previous 13F +947 shares
0.37% of the 13F portfolio, value $1,340,429.
13F-HR 0001937021-26-000002 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,814 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $1,291,617.
13F-HR 0001937021-26-000001 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).