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Disclosery

Cypress Capital, LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cypress Capital, LLC on SCHD, newest first. How the timeline and the estimate are built.

Cypress Capital, LLC held 25,301 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,301 shares
    Change vs previous 13F +2,941 shares

    0.22% of the 13F portfolio, value $802,286.

    13F-HR 0001729939-26-000003 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,360 shares
    Change vs previous 13F -728 shares

    0.2% of the 13F portfolio, value $686,005.

    13F-HR 0001729939-26-000002 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,088 shares
    Change vs previous 13F -91 shares

    0.18% of the 13F portfolio, value $633,309.

    13F-HR 0001729939-26-000001 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 23,179 shares
    Change vs previous 13F -864 shares

    0.18% of the 13F portfolio, value $632,787.

    13F-HR 0001729939-25-000006 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,043 shares
    Change vs previous 13F -237 shares

    0.19% of the 13F portfolio, value $637,140.

    13F-HR 0001729939-25-000003 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 24,280 shares
    Change vs previous 13F -703 shares

    0.2% of the 13F portfolio, value $678,869.

    13F-HR 0001729939-25-000002 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 24,983 shares
    Change vs previous 13F -25,166 shares

    0.2% of the 13F portfolio, value $682,536.

    13F-HR 0001729939-25-000001 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 50,149 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $4,239,077.

    13F-HR 0001729939-24-000008 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).