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CYPRESS FINANCIAL PLANNING LLC: SCHV position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 105,203 SCHV 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 105,203 shares
    Change vs previous 13F -2,655 shares

    0.95% of the 13F portfolio, value $3,504,312.

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

  2. period ended2026-06-30
    13F 107,858 shares
    Change vs previous 13F +3,948 shares

    0.92% of the 13F portfolio, value $3,754,537.

    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 103,910 shares
    Change vs previous 13F -5,981 shares

    0.88% of the 13F portfolio, value $3,169,255.

    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 109,891 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $3,253,894.

    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).