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Cypress Wealth Services, LLC: PSLV position timeline

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

Cypress Wealth Services, LLC held 90,754 PSLV 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 90,754 shares
    Change vs previous 13F +14 shares

    0.21% of the 13F portfolio, value $1,712,522.

    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 90,740 shares
    Change vs previous 13F +1,519 shares

    0.31% of the 13F portfolio, value $2,213,149.

    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 89,221 shares
    Change vs previous 13F +3,397 shares

    0.29% of the 13F portfolio, value $2,110,077.

    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 85,824 shares
    Change vs previous 13F +8 shares

    0.22% of the 13F portfolio, value $1,347,437.

    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 85,816 shares
    Change vs previous 13F +116 shares

    0.19% of the 13F portfolio, value $1,050,388.

    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 85,700 shares
    Change vs previous 13F +11,570 shares

    0.2% of the 13F portfolio, value $994,120.

    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 74,130 shares
    Change vs previous 13F +12,950 shares

    0.14% of the 13F portfolio, value $715,355.

    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 61,180 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $639,331.

    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).