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Cypress Wealth Services, LLC: AAPL position timeline

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

Cypress Wealth Services, LLC held 162,581 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,581 shares
    Change vs previous 13F -1,970 shares

    5.79% of the 13F portfolio, value $47,044,426.

    13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, 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 164,551 shares
    Change vs previous 13F -3,488 shares

    5.9% of the 13F portfolio, value $41,761,521.

    13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, 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 168,039 shares
    Change vs previous 13F +31,883 shares

    6.32% of the 13F portfolio, value $45,682,969.

    13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, 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 136,156 shares
    Change vs previous 13F +1,662 shares

    5.68% of the 13F portfolio, value $34,669,300.

    13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, 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 134,494 shares
    Change vs previous 13F +1,544 shares

    4.94% of the 13F portfolio, value $27,594,032.

    13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, 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 132,950 shares
    Change vs previous 13F -1,030 shares

    5.99% of the 13F portfolio, value $29,532,180.

    13F-HR 0001085146-25-002032 filed by Cypress Wealth Services, 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 133,980 shares
    Change vs previous 13F +462 shares

    6.74% of the 13F portfolio, value $33,551,320.

    13F-HR 0001085146-25-000207 filed by Cypress Wealth Services, 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 133,518 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $31,109,706.

    13F-HR 0001085146-24-004713 filed by Cypress Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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