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CYPRESS FINANCIAL PLANNING LLC: IJUL position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 16,378 IJUL 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 16,378 shares
    Change vs previous 13F +2,962 shares

    0.16% of the 13F portfolio, value $591,734.

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

  2. period ended2026-06-30
    13F 13,416 shares
    Change vs previous 13F +4,445 shares

    0.12% of the 13F portfolio, value $482,574.

    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 8,971 shares
    Change vs previous 13F -241 shares

    0.08% of the 13F portfolio, value $302,772.

    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 9,212 shares
    Change vs previous 13F -2,077 shares

    0.09% of the 13F portfolio, value $308,786.

    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 11,289 shares
    Change vs previous 13F -35 shares

    0.11% of the 13F portfolio, value $368,990.

    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 11,324 shares
    Change vs previous 13F -157 shares

    0.12% of the 13F portfolio, value $361,689.

    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 11,481 shares
    Change vs previous 13F -692 shares

    0.12% of the 13F portfolio, value $334,327.

    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 12,173 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $337,143.

    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).