CYPRESS FINANCIAL PLANNING LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CYPRESS FINANCIAL PLANNING LLC on LMT, newest first. How the timeline and the estimate are built.
CYPRESS FINANCIAL PLANNING LLC held 3,246 LMT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 3,246 sharesChange vs previous 13F -81 shares
0.45% of the 13F portfolio, value $1,653,115.
13F-HR 0001085146-26-000855 filed by CYPRESS FINANCIAL PLANNING LLC
Accepted , ingested - period ended2026-06-3013F 3,327 sharesChange vs previous 13F +258 shares
0.42% of the 13F portfolio, value $1,694,980.
13F-HR 0001937021-26-000003 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,069 sharesChange vs previous 13F -952 shares
0.52% of the 13F portfolio, value $1,855,155.
13F-HR 0001937021-26-000002 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,021 sharesChange vs previous 13F -72 shares
0.55% of the 13F portfolio, value $1,962,410.
13F-HR 0001937021-26-000001 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,093 sharesChange vs previous 13F -2 shares
0.63% of the 13F portfolio, value $2,043,348.
13F-HR 0001085146-25-005871 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,095 sharesChange vs previous 13F +33 shares
0.62% of the 13F portfolio, value $1,896,558.
13F-HR 0001085146-25-003735 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,062 sharesChange vs previous 13F +3 shares
0.65% of the 13F portfolio, value $1,814,536.
13F-HR 0001085146-25-001975 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,059 sharesChange vs previous 13F not available
0.72% of the 13F portfolio, value $1,972,430.
13F-HR 0001085146-25-000153 filed by CYPRESS FINANCIAL PLANNING LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).