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Cypress Wealth Services, LLC: IVV position timeline

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

Cypress Wealth Services, LLC held 59,992 IVV 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 59,992 shares
    Change vs previous 13F +14,105 shares

    5.53% of the 13F portfolio, value $44,927,120.

    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 45,887 shares
    Change vs previous 13F +3,799 shares

    4.23% of the 13F portfolio, value $29,973,777.

    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 42,088 shares
    Change vs previous 13F -48 shares

    3.99% of the 13F portfolio, value $28,827,556.

    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 42,136 shares
    Change vs previous 13F -979 shares

    4.62% of the 13F portfolio, value $28,201,349.

    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 43,115 shares
    Change vs previous 13F -11,623 shares

    4.79% of the 13F portfolio, value $26,770,343.

    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 54,738 shares
    Change vs previous 13F -5,239 shares

    6.24% of the 13F portfolio, value $30,757,439.

    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 59,977 shares
    Change vs previous 13F -609 shares

    7.09% of the 13F portfolio, value $35,307,017.

    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 60,586 shares
    Change vs previous 13F not available

    7.23% of the 13F portfolio, value $34,946,990.

    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).