Back to COF-PN
CYPRESS FINANCIAL PLANNING LLC → COF-PN
CYPRESS FINANCIAL PLANNING LLC COF-PN Position History
COF-PN
Quarters held
4
Latest value
$4.4M
Q3 2026
Peak value
$5.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $5.5M |
| Q1 2026 | $4.1M |
| Q2 2026 | $4.6M |
| Q3 2026 | $4.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.4M | 22.7K | — | — |
| Q2 2026 | $4.6M | 22.7K | — | — |
| Q1 2026 | $4.1M | 22.7K | — | — |
| Q4 2025 | $5.5M | 22.7K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B
$2.8B