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CYPRESS FINANCIAL PLANNING LLC: VXF position timeline

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

CYPRESS FINANCIAL PLANNING LLC held 121,883 VXF 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 121,883 shares
    Change vs previous 13F +1,174 shares

    7.61% of the 13F portfolio, value $28,231,814.

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

  2. period ended2026-06-30
    13F 120,709 shares
    Change vs previous 13F +3,073 shares

    7.28% of the 13F portfolio, value $29,719,764.

    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 117,636 shares
    Change vs previous 13F +4,976 shares

    6.75% of the 13F portfolio, value $24,209,386.

    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 112,660 shares
    Change vs previous 13F +424 shares

    6.65% of the 13F portfolio, value $23,789,224.

    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 112,236 shares
    Change vs previous 13F -1,341 shares

    7.21% of the 13F portfolio, value $23,495,537.

    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 113,577 shares
    Change vs previous 13F +7,915 shares

    7.19% of the 13F portfolio, value $21,887,407.

    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 105,662 shares
    Change vs previous 13F +7,242 shares

    6.57% of the 13F portfolio, value $18,201,279.

    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 98,420 shares
    Change vs previous 13F not available

    6.86% of the 13F portfolio, value $18,697,781.

    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).