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Cypress Wealth Services, LLC: IVW position timeline

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

Cypress Wealth Services, LLC held 147,840 IVW 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 147,840 shares
    Change vs previous 13F +3,749 shares

    2.5% of the 13F portfolio, value $20,332,429.

    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 144,091 shares
    Change vs previous 13F +2,629 shares

    2.3% of the 13F portfolio, value $16,298,150.

    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 141,462 shares
    Change vs previous 13F +7,606 shares

    2.41% of the 13F portfolio, value $17,436,613.

    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 133,856 shares
    Change vs previous 13F -2,743 shares

    2.65% of the 13F portfolio, value $16,159,127.

    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 136,599 shares
    Change vs previous 13F -45,409 shares

    2.69% of the 13F portfolio, value $15,039,508.

    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 182,008 shares
    Change vs previous 13F +10,084 shares

    3.43% of the 13F portfolio, value $16,895,788.

    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 171,924 shares
    Change vs previous 13F +720 shares

    3.51% of the 13F portfolio, value $17,455,476.

    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 171,204 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $16,392,799.

    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).