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Cypress Wealth Services, LLC: BSCQ position timeline

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

Cypress Wealth Services, LLC held 47,065 BSCQ 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 47,065 shares
    Change vs previous 13F +2,424 shares

    0.11% of the 13F portfolio, value $918,951.

    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 44,641 shares
    Change vs previous 13F -5,853 shares

    0.12% of the 13F portfolio, value $871,837.

    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 50,494 shares
    Change vs previous 13F -1,450 shares

    0.14% of the 13F portfolio, value $988,421.

    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 51,944 shares
    Change vs previous 13F +2,642 shares

    0.17% of the 13F portfolio, value $1,016,025.

    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 49,302 shares
    Change vs previous 13F -361 shares

    0.17% of the 13F portfolio, value $962,375.

    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 49,663 shares
    Change vs previous 13F +37 shares

    0.2% of the 13F portfolio, value $967,435.

    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 49,626 shares
    Change vs previous 13F -513 shares

    0.19% of the 13F portfolio, value $964,233.

    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 50,139 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $980,719.

    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).