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Cypress Wealth Services, LLC: BSCR position timeline

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

Cypress Wealth Services, LLC held 45,622 BSCR 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 45,622 shares
    Change vs previous 13F +2,777 shares

    0.11% of the 13F portfolio, value $894,868.

    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 42,845 shares
    Change vs previous 13F -5,782 shares

    0.12% of the 13F portfolio, value $840,834.

    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 48,627 shares
    Change vs previous 13F -1,493 shares

    0.13% of the 13F portfolio, value $959,901.

    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 50,120 shares
    Change vs previous 13F +2,752 shares

    0.16% of the 13F portfolio, value $987,865.

    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 47,368 shares
    Change vs previous 13F -721 shares

    0.17% of the 13F portfolio, value $930,781.

    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 48,089 shares
    Change vs previous 13F +225 shares

    0.19% of the 13F portfolio, value $942,064.

    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 47,864 shares
    Change vs previous 13F -495 shares

    0.19% of the 13F portfolio, value $932,391.

    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 48,359 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $953,639.

    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).