Skip to content
Disclosery

Cypress Capital, LLC: SCHW position timeline

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

Cypress Capital, LLC held 27,970 SCHW 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 27,970 shares
    Change vs previous 13F -786 shares

    0.7% of the 13F portfolio, value $2,580,792.

    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 28,756 shares
    Change vs previous 13F -314 shares

    0.77% of the 13F portfolio, value $2,702,489.

    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 29,070 shares
    Change vs previous 13F +11,378 shares

    0.81% of the 13F portfolio, value $2,904,384.

    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 17,692 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,689,055.

    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).