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Cypress Wealth Services, LLC: IYW position timeline

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

Cypress Wealth Services, LLC held 18,410 IYW 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 18,410 shares
    Change vs previous 13F -50 shares

    0.57% of the 13F portfolio, value $4,643,458.

    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 18,460 shares
    Change vs previous 13F -1,388 shares

    0.47% of the 13F portfolio, value $3,348,925.

    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 19,848 shares
    Change vs previous 13F -2,048 shares

    0.55% of the 13F portfolio, value $3,963,307.

    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 21,896 shares
    Change vs previous 13F -26,282 shares

    0.7% of the 13F portfolio, value $4,288,612.

    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 48,178 shares
    Change vs previous 13F -4,329 shares

    1.49% of the 13F portfolio, value $8,347,756.

    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 52,507 shares
    Change vs previous 13F +223 shares

    1.5% of the 13F portfolio, value $7,374,144.

    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 52,284 shares
    Change vs previous 13F -931 shares

    1.67% of the 13F portfolio, value $8,340,398.

    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 53,215 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $8,068,504.

    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).