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CYPRESS FINANCIAL PLANNING LLC: MUB position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 8,489 MUB 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 8,489 shares
    Change vs previous 13F -5,327 shares

    0.23% of the 13F portfolio, value $858,238.

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

  2. period ended2026-06-30
    13F 13,816 shares
    Change vs previous 13F +834 shares

    0.36% of the 13F portfolio, value $1,486,878.

    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 12,982 shares
    Change vs previous 13F +761 shares

    0.38% of the 13F portfolio, value $1,378,039.

    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 12,221 shares
    Change vs previous 13F +3,587 shares

    0.37% of the 13F portfolio, value $1,308,900.

    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 8,634 shares
    Change vs previous 13F +624 shares

    0.28% of the 13F portfolio, value $919,435.

    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 8,010 shares
    Change vs previous 13F +750 shares

    0.27% of the 13F portfolio, value $836,885.

    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 7,260 shares
    Change vs previous 13F +722 shares

    0.28% of the 13F portfolio, value $765,494.

    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 6,538 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $696,624.

    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).