Skip to content
Disclosery

CYPRESS FINANCIAL PLANNING LLC: SCHH position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 12,176 SCHH 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 12,176 shares
    Change vs previous 13F -74 shares

    0.07% of the 13F portfolio, value $268,359.

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

  2. period ended2026-06-30
    13F 12,250 shares
    Change vs previous 13F -211 shares

    0.07% of the 13F portfolio, value $290,080.

    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 12,461 shares
    Change vs previous 13F +482 shares

    0.07% of the 13F portfolio, value $267,787.

    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 11,979 shares
    Change vs previous 13F -1,475 shares

    0.07% of the 13F portfolio, value $252,038.

    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 13,454 shares
    Change vs previous 13F +640 shares

    0.09% of the 13F portfolio, value $290,203.

    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 12,814 shares
    Change vs previous 13F +807 shares

    0.09% of the 13F portfolio, value $271,144.

    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 12,007 shares
    Change vs previous 13F +477 shares

    0.09% of the 13F portfolio, value $258,271.

    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 11,530 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $242,822.

    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).