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CYPRESS FINANCIAL PLANNING LLC: VCIT position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 205,708 VCIT 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 205,708 shares
    Change vs previous 13F -278,620 shares

    4.34% of the 13F portfolio, value $16,108,987.

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

  2. period ended2026-06-30
    13F 484,328 shares
    Change vs previous 13F +29,198 shares

    9.81% of the 13F portfolio, value $40,029,715.

    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 455,130 shares
    Change vs previous 13F +13,296 shares

    10.5% of the 13F portfolio, value $37,662,043.

    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 441,834 shares
    Change vs previous 13F +12,845 shares

    10.37% of the 13F portfolio, value $37,109,610.

    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 428,989 shares
    Change vs previous 13F +15,217 shares

    11.08% of the 13F portfolio, value $36,082,254.

    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 413,772 shares
    Change vs previous 13F +16,381 shares

    11.27% of the 13F portfolio, value $34,309,941.

    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 397,391 shares
    Change vs previous 13F -1,824 shares

    11.72% of the 13F portfolio, value $32,490,693.

    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 399,215 shares
    Change vs previous 13F not available

    11.76% of the 13F portfolio, value $32,045,013.

    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).