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Cypress Wealth Services, LLC: HYG position timeline

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

Cypress Wealth Services, LLC held 44,762 HYG 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 44,762 shares
    Change vs previous 13F +259 shares

    0.44% of the 13F portfolio, value $3,579,627.

    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 44,503 shares
    Change vs previous 13F -801 shares

    0.5% of the 13F portfolio, value $3,540,640.

    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 45,304 shares
    Change vs previous 13F +1,812 shares

    0.51% of the 13F portfolio, value $3,652,836.

    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 43,492 shares
    Change vs previous 13F +558 shares

    0.58% of the 13F portfolio, value $3,531,097.

    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 42,934 shares
    Change vs previous 13F -986 shares

    0.62% of the 13F portfolio, value $3,462,658.

    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 43,920 shares
    Change vs previous 13F +380 shares

    0.7% of the 13F portfolio, value $3,464,866.

    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 43,540 shares
    Change vs previous 13F -951 shares

    0.69% of the 13F portfolio, value $3,424,416.

    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 44,491 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $3,572,636.

    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).