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CYPRESS FINANCIAL PLANNING LLC: VIG position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 35,802 VIG 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 35,802 shares
    Change vs previous 13F -1,345 shares

    2.25% of the 13F portfolio, value $8,352,882.

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

  2. period ended2026-06-30
    13F 37,147 shares
    Change vs previous 13F -1,001 shares

    2.15% of the 13F portfolio, value $8,789,723.

    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 38,148 shares
    Change vs previous 13F +480 shares

    2.29% of the 13F portfolio, value $8,204,109.

    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 37,668 shares
    Change vs previous 13F +83 shares

    2.33% of the 13F portfolio, value $8,342,332.

    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 37,585 shares
    Change vs previous 13F -776 shares

    2.49% of the 13F portfolio, value $8,110,467.

    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 38,361 shares
    Change vs previous 13F -1,099 shares

    2.58% of the 13F portfolio, value $7,851,346.

    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 39,460 shares
    Change vs previous 13F -1,175 shares

    2.76% of the 13F portfolio, value $7,654,845.

    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 40,635 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $7,957,552.

    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).