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Disclosery

Cypress Wealth Services, LLC: DOC position timeline

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

Cypress Wealth Services, LLC held 21,971 DOC 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 21,971 shares
    Change vs previous 13F -241 shares

    0.06% of the 13F portfolio, value $470,170.

    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 22,212 shares
    Change vs previous 13F +5,598 shares

    0.05% of the 13F portfolio, value $364,949.

    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 16,614 shares
    Change vs previous 13F -6,053 shares

    0.04% of the 13F portfolio, value $267,149.

    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 22,667 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $434,066.

    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).