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Disclosery

CYPRESS FINANCIAL PLANNING LLC: PSEP position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 10,047 PSEP 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 10,047 shares
    Change vs previous 13F -2,967 shares

    0.13% of the 13F portfolio, value $470,786.

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

  2. period ended2026-06-30
    13F 13,014 shares
    Change vs previous 13F -3,304 shares

    0.15% of the 13F portfolio, value $599,295.

    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 16,318 shares
    Change vs previous 13F -5,613 shares

    0.2% of the 13F portfolio, value $702,653.

    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 21,931 shares
    Change vs previous 13F -898 shares

    0.27% of the 13F portfolio, value $960,907.

    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 22,829 shares
    Change vs previous 13F -476 shares

    0.3% of the 13F portfolio, value $980,506.

    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 23,305 shares
    Change vs previous 13F -62 shares

    0.31% of the 13F portfolio, value $952,941.

    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 23,367 shares
    Change vs previous 13F -2,504 shares

    0.32% of the 13F portfolio, value $897,526.

    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 25,871 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,011,176.

    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).