Skip to content
Disclosery

CYPRESS FINANCIAL PLANNING LLC: LQD position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 4,582 LQD 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 4,582 shares
    Change vs previous 13F -3,918 shares

    0.13% of the 13F portfolio, value $468,189.

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

  2. period ended2026-06-30
    13F 8,500 shares
    Change vs previous 13F -604 shares

    0.23% of the 13F portfolio, value $927,132.

    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 9,104 shares
    Change vs previous 13F +78 shares

    0.28% of the 13F portfolio, value $992,217.

    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 9,026 shares
    Change vs previous 13F +853 shares

    0.28% of the 13F portfolio, value $998,793.

    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 8,173 shares
    Change vs previous 13F +155 shares

    0.28% of the 13F portfolio, value $911,022.

    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 8,018 shares
    Change vs previous 13F +108 shares

    0.29% of the 13F portfolio, value $878,825.

    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 7,910 shares
    Change vs previous 13F -1,184 shares

    0.31% of the 13F portfolio, value $859,754.

    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 9,094 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $971,606.

    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).