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CYPRESS FINANCIAL PLANNING LLC: DUSB position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 4,247 DUSB 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 4,247 shares
    Change vs previous 13F -8,064 shares

    0.06% of the 13F portfolio, value $214,421.

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

  2. period ended2026-06-30
    13F 12,311 shares
    Change vs previous 13F -1,671 shares

    0.15% of the 13F portfolio, value $625,150.

    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 13,982 shares
    Change vs previous 13F +2,204 shares

    0.2% of the 13F portfolio, value $709,012.

    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 11,778 shares
    Change vs previous 13F +5,046 shares

    0.17% of the 13F portfolio, value $596,555.

    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 6,732 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $341,871.

    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).