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Cypress Wealth Services, LLC: JEPQ position timeline

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

Cypress Wealth Services, LLC held 10,074 JEPQ 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 10,074 shares
    Change vs previous 13F -5,507 shares

    0.08% of the 13F portfolio, value $619,170.

    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 15,581 shares
    Change vs previous 13F -6 shares

    0.12% of the 13F portfolio, value $865,060.

    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 15,587 shares
    Change vs previous 13F +11,765 shares

    0.13% of the 13F portfolio, value $905,933.

    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 3,822 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $219,823.

    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).