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Cypress Wealth Services, LLC: GS position timeline

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

Cypress Wealth Services, LLC held 2,149 GS 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 2,149 shares
    Change vs previous 13F -5 shares

    0.27% of the 13F portfolio, value $2,173,079.

    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 2,154 shares
    Change vs previous 13F +13 shares

    0.26% of the 13F portfolio, value $1,822,280.

    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 2,141 shares
    Change vs previous 13F +265 shares

    0.26% of the 13F portfolio, value $1,882,120.

    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 1,876 shares
    Change vs previous 13F +146 shares

    0.24% of the 13F portfolio, value $1,493,560.

    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 1,730 shares
    Change vs previous 13F +274 shares

    0.22% of the 13F portfolio, value $1,224,655.

    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 1,456 shares
    Change vs previous 13F +209 shares

    0.16% of the 13F portfolio, value $795,316.

    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 1,247 shares
    Change vs previous 13F +103 shares

    0.14% of the 13F portfolio, value $714,194.

    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 1,144 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $566,331.

    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).