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Cypress Wealth Services, LLC: DVY position timeline

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

Cypress Wealth Services, LLC held 18,526 DVY 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 18,526 shares
    Change vs previous 13F -198 shares

    0.36% of the 13F portfolio, value $2,895,606.

    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 18,724 shares
    Change vs previous 13F -374 shares

    0.4% of the 13F portfolio, value $2,834,937.

    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 19,098 shares
    Change vs previous 13F +378 shares

    0.37% of the 13F portfolio, value $2,695,521.

    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 18,720 shares
    Change vs previous 13F +40 shares

    0.44% of the 13F portfolio, value $2,660,103.

    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 18,680 shares
    Change vs previous 13F -2,619 shares

    0.44% of the 13F portfolio, value $2,480,948.

    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 21,299 shares
    Change vs previous 13F -948 shares

    0.58% of the 13F portfolio, value $2,860,295.

    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 22,247 shares
    Change vs previous 13F +1,489 shares

    0.59% of the 13F portfolio, value $2,920,846.

    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 20,758 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,803,745.

    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).