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CYPRESS FINANCIAL PLANNING LLC: TFI position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 12,026 TFI 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 12,026 shares
    Change vs previous 13F -8,976 shares

    0.14% of the 13F portfolio, value $514,352.

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

  2. period ended2026-06-30
    13F 21,002 shares
    Change vs previous 13F +1,868 shares

    0.24% of the 13F portfolio, value $961,892.

    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 19,134 shares
    Change vs previous 13F +2,855 shares

    0.24% of the 13F portfolio, value $867,536.

    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 16,279 shares
    Change vs previous 13F -2,557 shares

    0.21% of the 13F portfolio, value $743,950.

    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 18,836 shares
    Change vs previous 13F +1,537 shares

    0.26% of the 13F portfolio, value $858,357.

    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 17,299 shares
    Change vs previous 13F +8,440 shares

    0.25% of the 13F portfolio, value $772,746.

    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 8,859 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $399,275.

    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 8,859 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $404,148.

    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).