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Cypress Wealth Services, LLC: QQQ position timeline

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

Cypress Wealth Services, LLC held 10,553 QQQ 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 10,553 shares
    Change vs previous 13F +253 shares

    0.96% of the 13F portfolio, value $7,771,003.

    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 10,300 shares
    Change vs previous 13F -198 shares

    0.84% of the 13F portfolio, value $5,944,776.

    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 10,498 shares
    Change vs previous 13F +3,794 shares

    0.89% of the 13F portfolio, value $6,449,088.

    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 6,704 shares
    Change vs previous 13F +173 shares

    0.66% of the 13F portfolio, value $4,025,123.

    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 6,531 shares
    Change vs previous 13F +1,231 shares

    0.64% of the 13F portfolio, value $3,602,624.

    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 5,300 shares
    Change vs previous 13F -128 shares

    0.5% of the 13F portfolio, value $2,485,220.

    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 5,428 shares
    Change vs previous 13F +72 shares

    0.56% of the 13F portfolio, value $2,774,850.

    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 5,356 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,614,319.

    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).