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Cypress Wealth Services, LLC: CMG position timeline

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

Cypress Wealth Services, LLC held 6,231 CMG 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 6,231 shares
    Change vs previous 13F -987 shares

    0.03% of the 13F portfolio, value $211,854.

    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 7,218 shares
    Change vs previous 13F -399 shares

    0.03% of the 13F portfolio, value $231,048.

    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 7,617 shares
    Change vs previous 13F +1,996 shares

    0.04% of the 13F portfolio, value $281,829.

    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 5,621 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $220,287.

    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 5,701 shares
    Change vs previous 13F +336 shares

    0.06% of the 13F portfolio, value $320,111.

    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 5,365 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $269,377.

    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).