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Cypress Wealth Services, LLCETFConcentrated trader

CIK: 0001721527 | PALM DESERT, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR434$847.6M2026-10-21SEC ↗
Q2 2026
13F-HR436$814.9M2026-07-13SEC ↗
Q1 2026
13F-HR397$708.3M2026-04-15SEC ↗
Q4 2025
13F-HR389$722.7M2026-01-14SEC ↗
Q3 2025
13F-HR346$610.6M2025-10-15SEC ↗
Q2 2025
13F-HR318$558.6M2025-07-28SEC ↗
Q1 2025
13F-HR284$493.0M2025-04-10SEC ↗
Q4 2024
13F-HR280$498.0M2025-01-15SEC ↗
Q3 2024
13F-HR282$483.7M2024-10-09SEC ↗
Q2 2024
13F-HR259$449.2M2024-07-12SEC ↗
Q1 2024
13F-HR261$429.2M2024-04-16SEC ↗
Q4 2023
13F-HR244$400.9M2024-01-11SEC ↗
Q3 2023
13F-HR240$360.7M2023-10-13SEC ↗
Q2 2023
13F-HR247$380.5M2023-07-21SEC ↗
Q1 2023
13F-HR249$341.5M2023-04-07SEC ↗
Q4 2022
13F-HR233$311.2M2023-01-19SEC ↗
Q3 2022
13F-HR223$2.2M2022-10-14SEC ↗
Q2 2022
13F-HR228$5.2M2022-07-27SEC ↗
Q1 2022
13F-HR243$4.7M2022-04-22SEC ↗
Q4 2021
13F-HR229$7.4M2022-01-19SEC ↗
Q3 2021
13F-HR229$7.7M2021-10-13SEC ↗
Q2 2021
13F-HR260$9.9M2021-07-14SEC ↗
Q1 2021
13F-HR295$9.8M2021-04-28SEC ↗
Q4 2020
13F-HR290$9.2M2021-01-22SEC ↗
Q3 2020
13F-HR265$390.2K2020-10-23SEC ↗
Q2 2020
13F-HR273$9.5M2020-07-15SEC ↗
Q1 2020Amended
13F-HR/A250$7.4M2020-04-10SEC ↗
Q4 2019
13F-HR258$8.8M2020-01-14SEC ↗
Q3 2019
13F-HR254$6.4M2019-10-16SEC ↗
Q2 2019
13F-HR260$6.5M2019-07-24SEC ↗
Q1 2019
13F-HR261$5.9M2019-04-19SEC ↗
Q4 2018
13F-HR223$5.4M2019-01-22SEC ↗
Q3 2018
13F-HR229$5.5M2018-10-19SEC ↗
Q2 2018
13F-HR225$5.2M2018-08-06SEC ↗
Q1 2018
13F-HR197$4.5M2018-05-01SEC ↗
Q4 2017
13F-HR205$4.7M2018-02-05SEC ↗