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Cypress Wealth Services, LLC: BE position timeline

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

Cypress Wealth Services, LLC held 16,544 BE 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 16,544 shares
    Change vs previous 13F +837 shares

    0.62% of the 13F portfolio, value $5,007,801.

    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 15,707 shares
    Change vs previous 13F +3,038 shares

    0.3% of the 13F portfolio, value $2,128,141.

    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 12,669 shares
    Change vs previous 13F +181 shares

    0.15% of the 13F portfolio, value $1,100,809.

    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 12,488 shares
    Change vs previous 13F +65 shares

    0.17% of the 13F portfolio, value $1,056,110.

    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 12,423 shares
    Change vs previous 13F +38 shares

    0.05% of the 13F portfolio, value $297,158.

    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 12,385 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $243,489.

    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 12,385 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $275,071.

    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).