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Cypress Wealth Services, LLC: IVE position timeline

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

Cypress Wealth Services, LLC held 66,607 IVE 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 66,607 shares
    Change vs previous 13F -13,765 shares

    1.86% of the 13F portfolio, value $15,123,816.

    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 80,372 shares
    Change vs previous 13F -9,333 shares

    2.4% of the 13F portfolio, value $16,970,636.

    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 89,705 shares
    Change vs previous 13F +30,226 shares

    2.63% of the 13F portfolio, value $19,023,832.

    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 59,479 shares
    Change vs previous 13F +636 shares

    2.01% of the 13F portfolio, value $12,283,059.

    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 58,843 shares
    Change vs previous 13F -2,801 shares

    2.06% of the 13F portfolio, value $11,499,027.

    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 61,644 shares
    Change vs previous 13F +19,499 shares

    2.38% of the 13F portfolio, value $11,748,142.

    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 42,145 shares
    Change vs previous 13F +2,030 shares

    1.62% of the 13F portfolio, value $8,044,694.

    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 40,115 shares
    Change vs previous 13F not available

    1.64% of the 13F portfolio, value $7,909,533.

    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).