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Cypress Wealth Services, LLC: PFF position timeline

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

Cypress Wealth Services, LLC held 140,409 PFF 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 140,409 shares
    Change vs previous 13F -871 shares

    0.53% of the 13F portfolio, value $4,281,057.

    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 141,280 shares
    Change vs previous 13F -1,720 shares

    0.6% of the 13F portfolio, value $4,283,623.

    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 143,000 shares
    Change vs previous 13F +1,486 shares

    0.61% of the 13F portfolio, value $4,427,280.

    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 141,514 shares
    Change vs previous 13F -4,617 shares

    0.73% of the 13F portfolio, value $4,474,676.

    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 146,131 shares
    Change vs previous 13F -3,896 shares

    0.8% of the 13F portfolio, value $4,483,313.

    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 150,027 shares
    Change vs previous 13F -475 shares

    0.94% of the 13F portfolio, value $4,610,335.

    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 150,502 shares
    Change vs previous 13F -1,611 shares

    0.95% of the 13F portfolio, value $4,731,771.

    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 152,113 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $5,054,712.

    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).