Back to MS-PP
CYPRESS FINANCIAL PLANNING LLC → MS-PP
CYPRESS FINANCIAL PLANNING LLC MS-PP Position History
MS-PP
Quarters held
7
Latest value
$7.1M
Q3 2026
Peak value
$10M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $6.8M |
| Q4 2025 | $1.8M |
| Q1 2026 | $6.2M |
| Q1 2026 | $1.6M |
| Q2 2026 | $10M |
| Q2 2026 | $2.1M |
| Q3 2026 | $7.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.1M | 37.7K | — | — |
| Q2 2026 | $2.1M | 10.0K | — | — |
| Q2 2026 | $10M | 47.7K | — | — |
| Q1 2026 | $1.6M | 10.0K | — | — |
| Q1 2026 | $6.2M | 37.7K | — | — |
| Q4 2025 | $1.8M | 100 | — | — |
| Q4 2025 | $6.8M | 37.7K | — | — |