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Cypress Wealth Services, LLC: IWB position timeline

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

Cypress Wealth Services, LLC held 4,911 IWB 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 4,911 shares
    Change vs previous 13F -453 shares

    0.25% of the 13F portfolio, value $2,011,103.

    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 5,364 shares
    Change vs previous 13F -968 shares

    0.27% of the 13F portfolio, value $1,912,519.

    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 6,332 shares
    Change vs previous 13F -1 shares

    0.33% of the 13F portfolio, value $2,364,787.

    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 6,333 shares
    Change vs previous 13F -69 shares

    0.38% of the 13F portfolio, value $2,314,585.

    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 6,402 shares
    Change vs previous 13F -76 shares

    0.39% of the 13F portfolio, value $2,173,927.

    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 6,478 shares
    Change vs previous 13F +1,518 shares

    0.4% of the 13F portfolio, value $1,987,062.

    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 4,960 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,597,914.

    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 4,960 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,559,374.

    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).