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CYPRESS FINANCIAL PLANNING LLC: IEF position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 10,068 IEF 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 10,068 shares
    Change vs previous 13F -5,465 shares

    0.24% of the 13F portfolio, value $899,173.

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

  2. period ended2026-06-30
    13F 15,533 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,468,956.

    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 15,533 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,482,470.

    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 15,533 shares
    Change vs previous 13F -194 shares

    0.42% of the 13F portfolio, value $1,498,624.

    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 15,727 shares
    Change vs previous 13F 0 shares

    0.47% of the 13F portfolio, value $1,517,026.

    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 15,727 shares
    Change vs previous 13F -791 shares

    0.49% of the 13F portfolio, value $1,506,175.

    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 16,518 shares
    Change vs previous 13F -58 shares

    0.57% of the 13F portfolio, value $1,575,322.

    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 16,576 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,532,451.

    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).