Cypress Wealth Services, LLC: BA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cypress Wealth Services, LLC on BA, newest first. How the timeline and the estimate are built.
Cypress Wealth Services, LLC held 1,248 BA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,248 sharesChange vs previous 13F +42 shares
0.03% of the 13F portfolio, value $270,152.
13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,206 sharesChange vs previous 13F +146 shares
0.03% of the 13F portfolio, value $240,028.
13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,060 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $230,147.
13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).