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Disclosery

CYPRESS FINANCIAL PLANNING LLC: V position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 1,998 V 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 1,998 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $718,011.

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

  2. period ended2026-06-30
    13F 1,998 shares
    Change vs previous 13F +263 shares

    0.17% of the 13F portfolio, value $685,548.

    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 1,735 shares
    Change vs previous 13F -231 shares

    0.15% of the 13F portfolio, value $524,386.

    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 1,966 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $690,194.

    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).