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Cypress Wealth Services, LLC: DFAU position timeline

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

Cypress Wealth Services, LLC held 12,332 DFAU 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 12,332 shares
    Change vs previous 13F +7 shares

    0.08% of the 13F portfolio, value $637,433.

    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 12,325 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $556,084.

    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 12,317 shares
    Change vs previous 13F +43 shares

    0.08% of the 13F portfolio, value $576,433.

    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 12,274 shares
    Change vs previous 13F -219 shares

    0.09% of the 13F portfolio, value $561,657.

    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 12,493 shares
    Change vs previous 13F -240 shares

    0.09% of the 13F portfolio, value $529,193.

    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 12,733 shares
    Change vs previous 13F -437 shares

    0.1% of the 13F portfolio, value $489,443.

    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 13,170 shares
    Change vs previous 13F +14 shares

    0.11% of the 13F portfolio, value $533,273.

    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 13,156 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $522,162.

    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).