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Cypress Wealth Services, LLC: DFAS position timeline

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

Cypress Wealth Services, LLC held 30,130 DFAS 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 30,130 shares
    Change vs previous 13F +27 shares

    0.31% of the 13F portfolio, value $2,480,943.

    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 30,103 shares
    Change vs previous 13F -3,701 shares

    0.3% of the 13F portfolio, value $2,141,245.

    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 33,804 shares
    Change vs previous 13F +4,294 shares

    0.33% of the 13F portfolio, value $2,355,134.

    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 29,510 shares
    Change vs previous 13F -631 shares

    0.33% of the 13F portfolio, value $2,020,263.

    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 30,141 shares
    Change vs previous 13F -920 shares

    0.34% of the 13F portfolio, value $1,920,292.

    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 31,061 shares
    Change vs previous 13F -4,311 shares

    0.38% of the 13F portfolio, value $1,855,908.

    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 35,372 shares
    Change vs previous 13F -170 shares

    0.46% of the 13F portfolio, value $2,302,031.

    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 35,542 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,305,233.

    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).