CYPRESS FINANCIAL PLANNING LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Haddon Heights, NJ
CIK
0001937021
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 61 175,001 13F-HR 10/10/2023 000108514623003644 CYPRESS FINANCIAL PLANNING LLC
Q2 2023 56 176,612 13F-HR 7/11/2023 000108514623002658 CYPRESS FINANCIAL PLANNING LLC
Q1 2023 56 164,171 13F-HR 4/7/2023 000108514623001557 CYPRESS FINANCIAL PLANNING LLC
Q4 2022 52 149,713 13F-HR 1/30/2023 000108514623000465 CYPRESS FINANCIAL PLANNING LLC
Q3 2022 51 140,898 13F-HR 10/13/2022 000108514622003374 CYPRESS FINANCIAL PLANNING LLC
Q2 2022 54 145,910 13F-HR 7/20/2022 000108514622002484 CYPRESS FINANCIAL PLANNING LLC