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Cypress Wealth Services, LLC: QUAL position timeline

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

Cypress Wealth Services, LLC held 38,773 QUAL 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 38,773 shares
    Change vs previous 13F -40,016 shares

    1.05% of the 13F portfolio, value $8,508,004.

    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 78,789 shares
    Change vs previous 13F -904 shares

    2.13% of the 13F portfolio, value $15,112,539.

    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 79,693 shares
    Change vs previous 13F -39,449 shares

    2.19% of the 13F portfolio, value $15,828,679.

    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 119,142 shares
    Change vs previous 13F -13,314 shares

    3.79% of the 13F portfolio, value $23,173,024.

    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 132,456 shares
    Change vs previous 13F +6,470 shares

    4.33% of the 13F portfolio, value $24,215,569.

    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 125,986 shares
    Change vs previous 13F +18,639 shares

    4.37% of the 13F portfolio, value $21,529,779.

    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 107,347 shares
    Change vs previous 13F +3,215 shares

    3.84% of the 13F portfolio, value $19,116,323.

    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 104,132 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $18,670,826.

    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).