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CYPRESS FINANCIAL PLANNING LLC: VNQ position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 204,464 VNQ 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 204,464 shares
    Change vs previous 13F +6,952 shares

    4.94% of the 13F portfolio, value $18,326,140.

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

  2. period ended2026-06-30
    13F 197,512 shares
    Change vs previous 13F +1,829 shares

    4.67% of the 13F portfolio, value $19,046,085.

    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 195,683 shares
    Change vs previous 13F +4,812 shares

    4.84% of the 13F portfolio, value $17,357,087.

    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 190,871 shares
    Change vs previous 13F -68,140 shares

    4.76% of the 13F portfolio, value $17,029,542.

    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 259,011 shares
    Change vs previous 13F +8,421 shares

    7.27% of the 13F portfolio, value $23,678,810.

    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 250,590 shares
    Change vs previous 13F +10,874 shares

    7.33% of the 13F portfolio, value $22,317,512.

    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 239,716 shares
    Change vs previous 13F +11,888 shares

    7.83% of the 13F portfolio, value $21,703,888.

    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 227,828 shares
    Change vs previous 13F not available

    7.45% of the 13F portfolio, value $20,294,949.

    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).