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CYPRESS FINANCIAL PLANNING LLC: IEMG position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 66,073 IEMG 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 66,073 shares
    Change vs previous 13F +5,073 shares

    1.45% of the 13F portfolio, value $5,362,480.

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

  2. period ended2026-06-30
    13F 61,000 shares
    Change vs previous 13F +3,705 shares

    1.24% of the 13F portfolio, value $5,053,237.

    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 57,295 shares
    Change vs previous 13F -403 shares

    1.11% of the 13F portfolio, value $3,996,326.

    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 57,698 shares
    Change vs previous 13F +2,849 shares

    1.09% of the 13F portfolio, value $3,887,533.

    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 54,849 shares
    Change vs previous 13F +968 shares

    1.11% of the 13F portfolio, value $3,615,646.

    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 53,881 shares
    Change vs previous 13F +4,429 shares

    1.06% of the 13F portfolio, value $3,234,476.

    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 49,452 shares
    Change vs previous 13F +4,208 shares

    0.96% of the 13F portfolio, value $2,668,924.

    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 45,244 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $2,362,642.

    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).