Cypress Wealth Services, LLC: DECW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cypress Wealth Services, LLC on DECW, newest first. How the timeline and the estimate are built.
Cypress Wealth Services, LLC held 24,866 DECW shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 24,866 sharesChange vs previous 13F -8,044 shares
0.11% of the 13F portfolio, value $886,475.
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 32,910 sharesChange vs previous 13F -1,637 shares
0.16% of the 13F portfolio, value $1,099,523.
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 34,547 sharesChange vs previous 13F -3,253 shares
0.16% of the 13F portfolio, value $1,172,525.
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).
- period ended2025-09-3013F 37,800 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $1,247,022.
13F-HR 0001721527-25-000004 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 ended2025-06-3013F 37,800 sharesChange vs previous 13F 0 shares
0.21% of the 13F portfolio, value $1,194,291.
13F-HR 0001085146-25-004189 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 ended2025-03-3113F 37,800 sharesChange vs previous 13F +29,657 shares
0.23% of the 13F portfolio, value $1,132,110.
13F-HR 0001085146-25-002032 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 ended2024-12-3113F 8,143 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $247,710.
13F-HR 0001085146-25-000207 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).