Skip to content
Disclosery

CYPRESS FINANCIAL PLANNING LLC: VCSH position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 447,489 VCSH 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 447,489 shares
    Change vs previous 13F -15,033 shares

    9.32% of the 13F portfolio, value $34,568,554.

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

  2. period ended2026-06-30
    13F 462,522 shares
    Change vs previous 13F +18,328 shares

    8.96% of the 13F portfolio, value $36,553,093.

    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 444,194 shares
    Change vs previous 13F +17,942 shares

    9.81% of the 13F portfolio, value $35,211,291.

    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 426,252 shares
    Change vs previous 13F +85,673 shares

    9.51% of the 13F portfolio, value $34,019,146.

    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 340,579 shares
    Change vs previous 13F +22,412 shares

    8.36% of the 13F portfolio, value $27,222,494.

    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 318,167 shares
    Change vs previous 13F +19,956 shares

    8.31% of the 13F portfolio, value $25,294,315.

    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 298,211 shares
    Change vs previous 13F +5,311 shares

    8.49% of the 13F portfolio, value $23,540,764.

    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 292,900 shares
    Change vs previous 13F not available

    8.38% of the 13F portfolio, value $22,849,127.

    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).