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Cypress Wealth Services, LLC: OEF position timeline

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

Cypress Wealth Services, LLC held 23,100 OEF 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 23,100 shares
    Change vs previous 13F +1,591 shares

    1.04% of the 13F portfolio, value $8,451,593.

    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 21,509 shares
    Change vs previous 13F -40,365 shares

    0.97% of the 13F portfolio, value $6,841,360.

    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 61,874 shares
    Change vs previous 13F +4,395 shares

    2.94% of the 13F portfolio, value $21,220,860.

    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 57,479 shares
    Change vs previous 13F +15,506 shares

    3.13% of the 13F portfolio, value $19,131,429.

    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 41,973 shares
    Change vs previous 13F +6,965 shares

    2.29% of the 13F portfolio, value $12,774,375.

    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 35,008 shares
    Change vs previous 13F +13,449 shares

    1.92% of the 13F portfolio, value $9,481,217.

    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 21,559 shares
    Change vs previous 13F -310 shares

    1.25% of the 13F portfolio, value $6,227,317.

    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 21,869 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $6,052,464.

    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).