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Disclosery

CYPRESS FINANCIAL PLANNING LLC: VB position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 1,861 VB 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 1,861 shares
    Change vs previous 13F -2 shares

    0.14% of the 13F portfolio, value $529,436.

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

  2. period ended2026-06-30
    13F 1,863 shares
    Change vs previous 13F +315 shares

    0.14% of the 13F portfolio, value $564,713.

    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 1,548 shares
    Change vs previous 13F -284 shares

    0.11% of the 13F portfolio, value $405,452.

    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 1,832 shares
    Change vs previous 13F +314 shares

    0.13% of the 13F portfolio, value $476,387.

    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 1,518 shares
    Change vs previous 13F -50 shares

    0.12% of the 13F portfolio, value $385,997.

    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 1,568 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $371,585.

    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).