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Cypress Wealth Services, LLC: EFG position timeline

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

Cypress Wealth Services, LLC held 85,176 EFG 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 85,176 shares
    Change vs previous 13F +27,094 shares

    1.3% of the 13F portfolio, value $10,597,602.

    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 58,082 shares
    Change vs previous 13F +28,251 shares

    0.91% of the 13F portfolio, value $6,468,599.

    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 29,831 shares
    Change vs previous 13F -8,162 shares

    0.47% of the 13F portfolio, value $3,398,300.

    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 37,993 shares
    Change vs previous 13F -50,791 shares

    0.71% of the 13F portfolio, value $4,326,589.

    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 88,784 shares
    Change vs previous 13F +1,383 shares

    1.78% of the 13F portfolio, value $9,943,798.

    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 87,401 shares
    Change vs previous 13F -48,131 shares

    1.77% of the 13F portfolio, value $8,740,067.

    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 135,532 shares
    Change vs previous 13F +14,297 shares

    2.64% of the 13F portfolio, value $13,123,531.

    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 121,235 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $13,050,953.

    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).