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Cypress Wealth Services, LLC: IUSB position timeline

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

Cypress Wealth Services, LLC held 212,533 IUSB 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 212,533 shares
    Change vs previous 13F +45,747 shares

    1.21% of the 13F portfolio, value $9,808,384.

    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 166,786 shares
    Change vs previous 13F +16,028 shares

    1.09% of the 13F portfolio, value $7,703,854.

    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 150,758 shares
    Change vs previous 13F +8,799 shares

    0.97% of the 13F portfolio, value $7,016,277.

    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 141,959 shares
    Change vs previous 13F -21,000 shares

    1.09% of the 13F portfolio, value $6,630,904.

    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 162,959 shares
    Change vs previous 13F -8,845 shares

    1.35% of the 13F portfolio, value $7,533,604.

    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 171,804 shares
    Change vs previous 13F -12,978 shares

    1.61% of the 13F portfolio, value $7,916,749.

    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 184,782 shares
    Change vs previous 13F -24,309 shares

    1.68% of the 13F portfolio, value $8,352,138.

    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 209,091 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $9,852,378.

    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).