Skip to content
Disclosery

CYPRESS FINANCIAL PLANNING LLC: VWO position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 195,168 VWO 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 195,168 shares
    Change vs previous 13F +1,017 shares

    3.12% of the 13F portfolio, value $11,575,407.

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

  2. period ended2026-06-30
    13F 194,151 shares
    Change vs previous 13F +3,345 shares

    2.84% of the 13F portfolio, value $11,588,859.

    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 190,806 shares
    Change vs previous 13F +2,917 shares

    2.87% of the 13F portfolio, value $10,313,054.

    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 187,889 shares
    Change vs previous 13F +7,901 shares

    2.83% of the 13F portfolio, value $10,109,821.

    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 179,988 shares
    Change vs previous 13F -1,225 shares

    2.99% of the 13F portfolio, value $9,751,724.

    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 181,213 shares
    Change vs previous 13F +2,530 shares

    2.94% of the 13F portfolio, value $8,962,814.

    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 178,683 shares
    Change vs previous 13F +1,177 shares

    2.92% of the 13F portfolio, value $8,087,209.

    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 177,506 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $7,817,346.

    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).