Cypress Wealth Services, LLC: EFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cypress Wealth Services, LLC on EFA, newest first. How the timeline and the estimate are built.
Cypress Wealth Services, LLC held 10,799 EFA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 10,799 sharesChange vs previous 13F -238 shares
0.14% of the 13F portfolio, value $1,121,830.
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 11,037 sharesChange vs previous 13F +920 shares
0.15% of the 13F portfolio, value $1,072,014.
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 10,117 sharesChange vs previous 13F +700 shares
0.13% of the 13F portfolio, value $971,526.
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 9,417 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $879,240.
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 9,417 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $841,761.
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).