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CYPRESS FINANCIAL PLANNING LLC: DGRO position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 243,711 DGRO 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 243,711 shares
    Change vs previous 13F -23,330 shares

    4.95% of the 13F portfolio, value $18,373,372.

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

  2. period ended2026-06-30
    13F 267,041 shares
    Change vs previous 13F +8,329 shares

    4.96% of the 13F portfolio, value $20,239,027.

    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 258,712 shares
    Change vs previous 13F +13,219 shares

    5.06% of the 13F portfolio, value $18,156,402.

    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 245,493 shares
    Change vs previous 13F +49,485 shares

    4.8% of the 13F portfolio, value $17,167,333.

    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 196,008 shares
    Change vs previous 13F +759 shares

    4.1% of the 13F portfolio, value $13,344,252.

    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).

  6. period ended2025-06-30
    13F 195,249 shares
    Change vs previous 13F +6,644 shares

    4.1% of the 13F portfolio, value $12,484,221.

    13F-HR 0001085146-25-003735 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).

  7. period ended2025-03-31
    13F 188,605 shares
    Change vs previous 13F -5,983 shares

    4.2% of the 13F portfolio, value $11,652,017.

    13F-HR 0001085146-25-001975 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).

  8. period ended2024-12-31
    13F 194,588 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $11,936,028.

    13F-HR 0001085146-25-000153 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).