Skip to content
Disclosery

CYPRESS FINANCIAL PLANNING LLC: SPYM position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 7,321 SPYM 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 7,321 shares
    Change vs previous 13F -80 shares

    0.18% of the 13F portfolio, value $657,124.

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

  2. period ended2026-06-30
    13F 7,401 shares
    Change vs previous 13F -170 shares

    0.16% of the 13F portfolio, value $650,417.

    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 7,571 shares
    Change vs previous 13F +404 shares

    0.16% of the 13F portfolio, value $579,496.

    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 7,167 shares
    Change vs previous 13F -194 shares

    0.16% of the 13F portfolio, value $579,248.

    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 7,361 shares
    Change vs previous 13F +832 shares

    0.18% of the 13F portfolio, value $576,669.

    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 6,529 shares
    Change vs previous 13F -285 shares

    0.16% of the 13F portfolio, value $474,599.

    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 6,814 shares
    Change vs previous 13F -2,274 shares

    0.16% of the 13F portfolio, value $448,092.

    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 9,088 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $626,529.

    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).