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CYPRESS FINANCIAL PLANNING LLC: IEFA position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 134,444 IEFA 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 134,444 shares
    Change vs previous 13F +11,531 shares

    3.51% of the 13F portfolio, value $13,024,912.

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

  2. period ended2026-06-30
    13F 122,913 shares
    Change vs previous 13F +10,131 shares

    2.91% of the 13F portfolio, value $11,870,976.

    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 112,782 shares
    Change vs previous 13F +1,318 shares

    2.85% of the 13F portfolio, value $10,210,154.

    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 111,464 shares
    Change vs previous 13F +4,779 shares

    2.8% of the 13F portfolio, value $10,016,467.

    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 106,685 shares
    Change vs previous 13F +3,854 shares

    2.86% of the 13F portfolio, value $9,314,667.

    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 102,831 shares
    Change vs previous 13F -999 shares

    2.82% of the 13F portfolio, value $8,584,332.

    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 103,830 shares
    Change vs previous 13F -571 shares

    2.83% of the 13F portfolio, value $7,854,740.

    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 104,401 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $7,337,302.

    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).