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CYPRESS FINANCIAL PLANNING LLC: PDEC position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 5,455 PDEC 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 5,455 shares
    Change vs previous 13F -178 shares

    0.07% of the 13F portfolio, value $256,991.

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

  2. period ended2026-06-30
    13F 5,633 shares
    Change vs previous 13F -64 shares

    0.06% of the 13F portfolio, value $258,498.

    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 5,697 shares
    Change vs previous 13F -1,140 shares

    0.07% of the 13F portfolio, value $242,123.

    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 6,837 shares
    Change vs previous 13F -6,678 shares

    0.08% of the 13F portfolio, value $297,751.

    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 13,515 shares
    Change vs previous 13F -611 shares

    0.17% of the 13F portfolio, value $567,900.

    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 14,126 shares
    Change vs previous 13F -168 shares

    0.19% of the 13F portfolio, value $565,181.

    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 14,294 shares
    Change vs previous 13F +515 shares

    0.19% of the 13F portfolio, value $537,454.

    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 13,779 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $529,389.

    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).