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Disclosery

CYPRESS FINANCIAL PLANNING LLC: ISEP position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 17,059 ISEP 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 17,059 shares
    Change vs previous 13F +6,779 shares

    0.16% of the 13F portfolio, value $595,649.

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

  2. period ended2026-06-30
    13F 10,280 shares
    Change vs previous 13F -513 shares

    0.09% of the 13F portfolio, value $355,688.

    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 10,793 shares
    Change vs previous 13F -2,386 shares

    0.1% of the 13F portfolio, value $353,902.

    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 13,179 shares
    Change vs previous 13F -220 shares

    0.12% of the 13F portfolio, value $430,343.

    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 13,399 shares
    Change vs previous 13F +1,774 shares

    0.13% of the 13F portfolio, value $426,995.

    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 11,625 shares
    Change vs previous 13F -980 shares

    0.12% of the 13F portfolio, value $359,386.

    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 12,605 shares
    Change vs previous 13F -180 shares

    0.13% of the 13F portfolio, value $362,515.

    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 12,785 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $352,295.

    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).