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CYPRESS FINANCIAL PLANNING LLC: IJR position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 15,936 IJR 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 15,936 shares
    Change vs previous 13F -627 shares

    0.58% of the 13F portfolio, value $2,167,888.

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

  2. period ended2026-06-30
    13F 16,563 shares
    Change vs previous 13F -528 shares

    0.6% of the 13F portfolio, value $2,456,459.

    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 17,091 shares
    Change vs previous 13F +1,010 shares

    0.59% of the 13F portfolio, value $2,124,582.

    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 16,081 shares
    Change vs previous 13F -284 shares

    0.55% of the 13F portfolio, value $1,956,897.

    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 16,365 shares
    Change vs previous 13F -210 shares

    0.6% of the 13F portfolio, value $1,944,653.

    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 16,575 shares
    Change vs previous 13F +1,639 shares

    0.6% of the 13F portfolio, value $1,811,482.

    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 14,936 shares
    Change vs previous 13F +427 shares

    0.56% of the 13F portfolio, value $1,561,858.

    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 14,509 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,671,727.

    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).