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Cypress Wealth Services, LLC: MBB position timeline

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

Cypress Wealth Services, LLC held 61,414 MBB 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 61,414 shares
    Change vs previous 13F +4,571 shares

    0.71% of the 13F portfolio, value $5,804,837.

    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 56,843 shares
    Change vs previous 13F +4,629 shares

    0.76% of the 13F portfolio, value $5,397,201.

    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 52,214 shares
    Change vs previous 13F +5,821 shares

    0.69% of the 13F portfolio, value $4,971,822.

    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 46,393 shares
    Change vs previous 13F +909 shares

    0.72% of the 13F portfolio, value $4,414,259.

    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 45,484 shares
    Change vs previous 13F +1,963 shares

    0.76% of the 13F portfolio, value $4,270,448.

    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 43,521 shares
    Change vs previous 13F -7,579 shares

    0.83% of the 13F portfolio, value $4,081,380.

    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 51,100 shares
    Change vs previous 13F +4,514 shares

    0.94% of the 13F portfolio, value $4,684,891.

    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 46,586 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,463,397.

    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).