Skip to content
Disclosery

CYPRESS FINANCIAL PLANNING LLC: EFA position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 8,484 EFA 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 8,484 shares
    Change vs previous 13F -23 shares

    0.24% of the 13F portfolio, value $881,358.

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

  2. period ended2026-06-30
    13F 8,507 shares
    Change vs previous 13F -387 shares

    0.22% of the 13F portfolio, value $883,754.

    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 8,894 shares
    Change vs previous 13F -234 shares

    0.24% of the 13F portfolio, value $863,896.

    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 9,128 shares
    Change vs previous 13F -82 shares

    0.25% of the 13F portfolio, value $880,326.

    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 9,210 shares
    Change vs previous 13F -232 shares

    0.26% of the 13F portfolio, value $859,935.

    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 9,442 shares
    Change vs previous 13F -251 shares

    0.28% of the 13F portfolio, value $844,018.

    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 9,693 shares
    Change vs previous 13F +166 shares

    0.29% of the 13F portfolio, value $792,207.

    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 9,527 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $720,335.

    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).