Skip to content
Disclosery

Cypress Wealth Services, LLC: ESGU position timeline

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

Cypress Wealth Services, LLC held 56,035 ESGU 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 56,035 shares
    Change vs previous 13F -318 shares

    1.13% of the 13F portfolio, value $9,171,181.

    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 56,353 shares
    Change vs previous 13F -1,587 shares

    1.13% of the 13F portfolio, value $7,969,479.

    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 57,940 shares
    Change vs previous 13F -565 shares

    1.19% of the 13F portfolio, value $8,631,960.

    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 58,505 shares
    Change vs previous 13F +413 shares

    1.39% of the 13F portfolio, value $8,518,322.

    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 58,092 shares
    Change vs previous 13F -2,073 shares

    1.41% of the 13F portfolio, value $7,859,818.

    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 60,165 shares
    Change vs previous 13F -3,349 shares

    1.49% of the 13F portfolio, value $7,334,680.

    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 63,514 shares
    Change vs previous 13F -1,472 shares

    1.64% of the 13F portfolio, value $8,181,836.

    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 64,986 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $8,199,897.

    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).