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Cypress Wealth Services, LLC: EFV position timeline

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

Cypress Wealth Services, LLC held 87,184 EFV 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 87,184 shares
    Change vs previous 13F -111,855 shares

    0.82% of the 13F portfolio, value $6,673,915.

    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 199,039 shares
    Change vs previous 13F -44,771 shares

    2.09% of the 13F portfolio, value $14,798,517.

    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 243,810 shares
    Change vs previous 13F -9,674 shares

    2.41% of the 13F portfolio, value $17,410,461.

    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 253,484 shares
    Change vs previous 13F -40,946 shares

    2.82% of the 13F portfolio, value $17,193,830.

    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 294,430 shares
    Change vs previous 13F +93,176 shares

    3.35% of the 13F portfolio, value $18,690,426.

    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 201,254 shares
    Change vs previous 13F -15,490 shares

    2.41% of the 13F portfolio, value $11,861,916.

    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 216,744 shares
    Change vs previous 13F +40,723 shares

    2.28% of the 13F portfolio, value $11,372,562.

    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 176,021 shares
    Change vs previous 13F not available

    2.09% of the 13F portfolio, value $10,126,513.

    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).