Cypress Wealth Services, LLC: SG position timeline

Cypress Wealth Services, LLC held 0 SG shares at 2025-09-30 per its 13F-HR filed 2025-10-15.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -12,024 shares

   13F-HR 0001721527-25-000004 filed by Cypress Wealth Services, LLC
   Filed 2025-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 12,024 shares

   Change vs previous 13F +2,231 shares

   0.03% of the 13F portfolio, value $178,917.

   13F-HR 0001085146-25-004189 filed by Cypress Wealth Services, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 9,793 shares

   Change vs previous 13F +1,370 shares

   0.05% of the 13F portfolio, value $245,021.

   13F-HR 0001085146-25-002032 filed by Cypress Wealth Services, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 8,423 shares

   Change vs previous 13F +483 shares

   0.05% of the 13F portfolio, value $270,041.

   13F-HR 0001085146-25-000207 filed by Cypress Wealth Services, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 7,940 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $281,473.

   13F-HR 0001085146-24-004713 filed by Cypress Wealth Services, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).