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CYPRESS FINANCIAL PLANNING LLC: VEA position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 486,271 VEA 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 486,271 shares
    Change vs previous 13F -4,097 shares

    9.26% of the 13F portfolio, value $34,335,598.

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

  2. period ended2026-06-30
    13F 490,368 shares
    Change vs previous 13F +2,427 shares

    8.56% of the 13F portfolio, value $34,938,687.

    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 487,941 shares
    Change vs previous 13F +5,247 shares

    8.71% of the 13F portfolio, value $31,267,269.

    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 482,694 shares
    Change vs previous 13F +30,155 shares

    8.47% of the 13F portfolio, value $30,298,874.

    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 452,539 shares
    Change vs previous 13F +5,480 shares

    8.32% of the 13F portfolio, value $27,116,144.

    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 447,059 shares
    Change vs previous 13F +9,709 shares

    8.37% of the 13F portfolio, value $25,486,835.

    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 437,350 shares
    Change vs previous 13F -24,675 shares

    8.02% of the 13F portfolio, value $22,230,510.

    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 462,025 shares
    Change vs previous 13F not available

    8.11% of the 13F portfolio, value $22,094,054.

    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).