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CYPRESS FINANCIAL PLANNING LLC: VGIT position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 441,394 VGIT 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 441,394 shares
    Change vs previous 13F -214,401 shares

    6.74% of the 13F portfolio, value $25,009,404.

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

  2. period ended2026-06-30
    13F 655,795 shares
    Change vs previous 13F +44,190 shares

    9.48% of the 13F portfolio, value $38,678,794.

    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 611,605 shares
    Change vs previous 13F +33,524 shares

    10.15% of the 13F portfolio, value $36,421,106.

    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 578,081 shares
    Change vs previous 13F +117,850 shares

    9.7% of the 13F portfolio, value $34,707,965.

    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 460,231 shares
    Change vs previous 13F +27,729 shares

    8.48% of the 13F portfolio, value $27,627,646.

    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 432,502 shares
    Change vs previous 13F +25,193 shares

    8.5% of the 13F portfolio, value $25,867,945.

    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 407,309 shares
    Change vs previous 13F +4,356 shares

    8.73% of the 13F portfolio, value $24,194,175.

    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 402,953 shares
    Change vs previous 13F not available

    8.58% of the 13F portfolio, value $23,371,251.

    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).