Skip to content
Disclosery

CYPRESS FINANCIAL PLANNING LLC: VGK position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 12,721 VGK 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 12,721 shares
    Change vs previous 13F -62 shares

    0.3% of the 13F portfolio, value $1,104,183.

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

  2. period ended2026-06-30
    13F 12,783 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $1,131,807.

    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 12,782 shares
    Change vs previous 13F -116 shares

    0.29% of the 13F portfolio, value $1,053,620.

    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 12,898 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,082,787.

    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 12,898 shares
    Change vs previous 13F -10 shares

    0.32% of the 13F portfolio, value $1,029,260.

    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 12,908 shares
    Change vs previous 13F -121 shares

    0.33% of the 13F portfolio, value $1,000,370.

    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 13,029 shares
    Change vs previous 13F +134 shares

    0.33% of the 13F portfolio, value $914,766.

    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 12,895 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $818,446.

    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).