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Cypress Wealth Services, LLC: IFRA position timeline

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

Cypress Wealth Services, LLC held 5,964 IFRA 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 5,964 shares
    Change vs previous 13F -1,835 shares

    0.05% of the 13F portfolio, value $375,985.

    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 7,799 shares
    Change vs previous 13F -390 shares

    0.06% of the 13F portfolio, value $446,115.

    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 8,189 shares
    Change vs previous 13F -2,155 shares

    0.06% of the 13F portfolio, value $430,915.

    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 10,344 shares
    Change vs previous 13F -609 shares

    0.09% of the 13F portfolio, value $546,378.

    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 10,953 shares
    Change vs previous 13F -450 shares

    0.1% of the 13F portfolio, value $538,784.

    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 11,403 shares
    Change vs previous 13F -36,631 shares

    0.1% of the 13F portfolio, value $513,937.

    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 48,034 shares
    Change vs previous 13F +632 shares

    0.45% of the 13F portfolio, value $2,223,497.

    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 47,402 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $2,226,472.

    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).