Skip to content
Disclosery

CYPRESS FINANCIAL PLANNING LLC: VUG position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 22,752 VUG 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 22,752 shares
    Change vs previous 13F -231 shares

    0.55% of the 13F portfolio, value $2,050,143.

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

  2. period ended2026-06-30
    13F 22,983 shares
    Change vs previous 13F +19,185 shares

    0.49% of the 13F portfolio, value $1,979,780.

    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 3,798 shares
    Change vs previous 13F +81 shares

    0.46% of the 13F portfolio, value $1,658,929.

    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 3,717 shares
    Change vs previous 13F +1,244 shares

    0.51% of the 13F portfolio, value $1,822,575.

    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 2,473 shares
    Change vs previous 13F -278 shares

    0.36% of the 13F portfolio, value $1,186,076.

    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 2,751 shares
    Change vs previous 13F -2 shares

    0.4% of the 13F portfolio, value $1,206,038.

    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 2,753 shares
    Change vs previous 13F -470 shares

    0.37% of the 13F portfolio, value $1,020,867.

    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 3,223 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,322,848.

    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).