CYPRESS FINANCIAL PLANNING LLC: XLF position timeline

CYPRESS FINANCIAL PLANNING LLC held 0 XLF shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -5,876 shares

   13F-HR 0001937021-26-000002 filed by CYPRESS FINANCIAL PLANNING LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 5,876 shares

   Change vs previous 13F -154,045 shares

   0.09% of the 13F portfolio, value $324,238.

   13F-HR 0001937021-26-000001 filed by CYPRESS FINANCIAL PLANNING LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 159,921 shares

   Change vs previous 13F +2,565 shares

   2.64% of the 13F portfolio, value $8,614,960.

   13F-HR 0001085146-25-005871 filed by CYPRESS FINANCIAL PLANNING LLC
   Filed 2025-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 157,356 shares

   Change vs previous 13F +5,880 shares

   2.71% of the 13F portfolio, value $8,240,733.

   13F-HR 0001085146-25-003735 filed by CYPRESS FINANCIAL PLANNING LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 151,476 shares

   Change vs previous 13F not available

   2.72% of the 13F portfolio, value $7,545,020.

   13F-HR 0001085146-25-001975 filed by CYPRESS FINANCIAL PLANNING LLC
   Filed 2025-04-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).