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CYPRESS FINANCIAL PLANNING LLC: IVV position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 55,415 IVV 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 55,415 shares
    Change vs previous 13F +305 shares

    11.45% of the 13F portfolio, value $42,439,875.

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

  2. period ended2026-06-30
    13F 55,110 shares
    Change vs previous 13F +2,536 shares

    10.11% of the 13F portfolio, value $41,271,085.

    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 52,574 shares
    Change vs previous 13F +1,524 shares

    9.57% of the 13F portfolio, value $34,342,025.

    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 51,050 shares
    Change vs previous 13F +234 shares

    9.85% of the 13F portfolio, value $35,220,566.

    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 50,816 shares
    Change vs previous 13F -1,003 shares

    10.44% of the 13F portfolio, value $34,010,987.

    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 51,819 shares
    Change vs previous 13F +1,544 shares

    10.57% of the 13F portfolio, value $32,174,525.

    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 50,275 shares
    Change vs previous 13F -5,147 shares

    10.19% of the 13F portfolio, value $28,249,344.

    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 55,422 shares
    Change vs previous 13F not available

    11.97% of the 13F portfolio, value $32,625,940.

    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).