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CYPRESS FINANCIAL PLANNING LLC → VGES
CYPRESS FINANCIAL PLANNING LLC VGES Position History
VGES
Quarters held
58
Latest value
$2.2M
Q3 2026
Peak value
$40M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $30.3M |
| Q4 2025 | $10.1M |
| Q4 2025 | $1.1M |
| Q4 2025 | $34M |
| Q4 2025 | $34.7M |
| Q4 2025 | $37.1M |
| Q4 2025 | $632K |
| Q4 2025 | $499K |
| Q4 2025 | $17M |
| Q4 2025 | $23.8M |
| Q4 2025 | $1.8M |
| Q4 2025 | $704K |
| Q4 2025 | $476K |
| Q4 2025 | $786K |
| Q1 2026 | $31.3M |
| Q1 2026 | $10.3M |
| Q1 2026 | $1.1M |
| Q1 2026 | $35.2M |
| Q1 2026 | $36.4M |
| Q1 2026 | $37.7M |
| Q1 2026 | $569K |
| Q1 2026 | $485K |
| Q1 2026 | $17.4M |
| Q1 2026 | $24.2M |
| Q1 2026 | $1.7M |
| Q1 2026 | $775K |
| Q1 2026 | $405K |
| Q1 2026 | $648K |
| Q2 2026 | $34.9M |
| Q2 2026 | $11.6M |
| Q2 2026 | $1.1M |
| Q2 2026 | $36.6M |
| Q2 2026 | $38.7M |
| Q2 2026 | $40M |
| Q2 2026 | $661K |
| Q2 2026 | $581K |
| Q2 2026 | $19M |
| Q2 2026 | $253K |
| Q2 2026 | $29.7M |
| Q2 2026 | $2M |
| Q2 2026 | $873K |
| Q2 2026 | $565K |
| Q2 2026 | $1.6M |
| Q3 2026 | $34.3M |
| Q3 2026 | $11.6M |
| Q3 2026 | $1.1M |
| Q3 2026 | $34.6M |
| Q3 2026 | $25M |
| Q3 2026 | $16.1M |
| Q3 2026 | $708K |
| Q3 2026 | $661K |
| Q3 2026 | $18.3M |
| Q3 2026 | $241K |
| Q3 2026 | $28.2M |
| Q3 2026 | $2.1M |
| Q3 2026 | $865K |
| Q3 2026 | $529K |
| Q3 2026 | $2.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.2M | 5.9K | — | — |
| Q3 2026 | $529K | 1.9K | — | — |
| Q3 2026 | $865K | 4.0K | — | — |
| Q3 2026 | $2.1M | 22.8K | — | — |
| Q3 2026 | $28.2M | 121.9K | — | — |
| Q3 2026 | $241K | 1.0K | — | — |
| Q3 2026 | $18.3M | 204.5K | — | — |
| Q3 2026 | $661K | 943 | — | — |
| Q3 2026 | $708K | 14.9K | — | — |
| Q3 2026 | $16.1M | 205.7K | — | — |
| Q3 2026 | $25M | 441.4K | — | — |
| Q3 2026 | $34.6M | 447.5K | — | — |
| Q3 2026 | $1.1M | 12.7K | — | — |
| Q3 2026 | $11.6M | 195.2K | — | — |
| Q3 2026 | $34.3M | 486.3K | — | — |
| Q2 2026 | $1.6M | 4.4K | — | — |
| Q2 2026 | $565K | 1.9K | — | — |
| Q2 2026 | $873K | 4.0K | — | — |
| Q2 2026 | $2M | 23.0K | — | — |
| Q2 2026 | $29.7M | 120.7K | — | — |
| Q2 2026 | $253K | 1.0K | — | — |
| Q2 2026 | $19M | 197.5K | — | — |
| Q2 2026 | $581K | 845 | — | — |
| Q2 2026 | $661K | 13.1K | — | — |
| Q2 2026 | $40M | 484.3K | — | — |
| Q2 2026 | $38.7M | 655.8K | — | — |
| Q2 2026 | $36.6M | 462.5K | — | — |
| Q2 2026 | $1.1M | 12.8K | — | — |
| Q2 2026 | $11.6M | 194.2K | — | — |
| Q2 2026 | $34.9M | 490.4K | — | — |
| Q1 2026 | $648K | 2.0K | — | — |
| Q1 2026 | $405K | 1.5K | — | — |
| Q1 2026 | $775K | 4.0K | — | — |
| Q1 2026 | $1.7M | 3.8K | — | — |
| Q1 2026 | $24.2M | 117.6K | — | — |
| Q1 2026 | $17.4M | 195.7K | — | — |
| Q1 2026 | $485K | 811 | — | — |
| Q1 2026 | $569K | 11.4K | — | — |
| Q1 2026 | $37.7M | 455.1K | — | — |
| Q1 2026 | $36.4M | 611.6K | — | — |
| Q1 2026 | $35.2M | 444.2K | — | — |
| Q1 2026 | $1.1M | 12.8K | — | — |
| Q1 2026 | $10.3M | 190.8K | — | — |
| Q1 2026 | $31.3M | 487.9K | — | — |
| Q4 2025 | $786K | 2.3K | — | — |
| Q4 2025 | $476K | 1.8K | — | — |
| Q4 2025 | $704K | 3.7K | — | — |
| Q4 2025 | $1.8M | 3.7K | — | — |
| Q4 2025 | $23.8M | 112.7K | — | — |
| Q4 2025 | $17M | 190.9K | — | — |
| Q4 2025 | $499K | 789 | — | — |
| Q4 2025 | $632K | 12.6K | — | — |
| Q4 2025 | $37.1M | 441.8K | — | — |
| Q4 2025 | $34.7M | 578.1K | — | — |
| Q4 2025 | $34M | 426.3K | — | — |
| Q4 2025 | $1.1M | 12.9K | — | — |
| Q4 2025 | $10.1M | 187.9K | — | — |
| Q4 2025 | $30.3M | 482.7K | — | — |