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Cypress Wealth Services, LLC: IEMG position timeline

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

Cypress Wealth Services, LLC held 82,503 IEMG 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 82,503 shares
    Change vs previous 13F -28,113 shares

    0.84% of the 13F portfolio, value $6,834,533.

    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 110,616 shares
    Change vs previous 13F -12,219 shares

    1.09% of the 13F portfolio, value $7,715,460.

    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 122,835 shares
    Change vs previous 13F +29,503 shares

    1.14% of the 13F portfolio, value $8,256,963.

    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 93,332 shares
    Change vs previous 13F +7,889 shares

    1.01% of the 13F portfolio, value $6,152,445.

    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 85,443 shares
    Change vs previous 13F +28,238 shares

    0.92% of the 13F portfolio, value $5,129,143.

    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 57,205 shares
    Change vs previous 13F +22,792 shares

    0.63% of the 13F portfolio, value $3,087,367.

    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 34,413 shares
    Change vs previous 13F -2,015 shares

    0.36% of the 13F portfolio, value $1,797,060.

    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 36,428 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,091,325.

    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).