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Cypress Wealth Services, LLC: IEV position timeline

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

Cypress Wealth Services, LLC held 23,567 IEV 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 23,567 shares
    Change vs previous 13F -980 shares

    0.21% of the 13F portfolio, value $1,716,856.

    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 24,547 shares
    Change vs previous 13F -672 shares

    0.24% of the 13F portfolio, value $1,667,723.

    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 25,219 shares
    Change vs previous 13F -1,076 shares

    0.24% of the 13F portfolio, value $1,730,023.

    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 26,295 shares
    Change vs previous 13F -5,572 shares

    0.28% of the 13F portfolio, value $1,721,797.

    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 31,867 shares
    Change vs previous 13F -1,302 shares

    0.36% of the 13F portfolio, value $2,015,588.

    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 33,169 shares
    Change vs previous 13F -1,622 shares

    0.39% of the 13F portfolio, value $1,930,436.

    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 34,791 shares
    Change vs previous 13F -955 shares

    0.36% of the 13F portfolio, value $1,811,219.

    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 35,746 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,082,919.

    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).