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Cypress Wealth Services, LLC: MUB position timeline

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

Cypress Wealth Services, LLC held 27,085 MUB 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 27,085 shares
    Change vs previous 13F -1,741 shares

    0.36% of the 13F portfolio, value $2,914,903.

    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 28,826 shares
    Change vs previous 13F +838 shares

    0.43% of the 13F portfolio, value $3,059,916.

    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 27,988 shares
    Change vs previous 13F +4,670 shares

    0.41% of the 13F portfolio, value $2,997,776.

    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 23,318 shares
    Change vs previous 13F -385 shares

    0.41% of the 13F portfolio, value $2,483,144.

    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 23,703 shares
    Change vs previous 13F +8,779 shares

    0.44% of the 13F portfolio, value $2,476,450.

    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 14,924 shares
    Change vs previous 13F -6,280 shares

    0.32% of the 13F portfolio, value $1,573,591.

    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 21,204 shares
    Change vs previous 13F -1,394 shares

    0.45% of the 13F portfolio, value $2,259,275.

    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 22,598 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,454,809.

    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).