CYPRESS FINANCIAL PLANNING LLC: IWD position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 843 IWD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

period ended2026-09-30
13F 843 shares
Change vs previous 13F -2 shares
0.06% of the 13F portfolio, value $209,005.
13F-HR 0001085146-26-000855 filed by CYPRESS FINANCIAL PLANNING LLC
Accepted 2026-10-09 20:45:46 UTC, ingested 2026-10-09 20:47:06 UTC
period ended2026-06-30
13F 845 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $204,853.
13F-HR 0001937021-26-000003 filed by CYPRESS FINANCIAL PLANNING LLC
Filed 2026-07-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).