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Cypress Wealth Services, LLC: SHOP position timeline

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

Cypress Wealth Services, LLC held 17,217 SHOP 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 17,217 shares
    Change vs previous 13F -840 shares

    0.24% of the 13F portfolio, value $1,965,837.

    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 18,057 shares
    Change vs previous 13F -380 shares

    0.3% of the 13F portfolio, value $2,141,921.

    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 18,437 shares
    Change vs previous 13F +1,273 shares

    0.41% of the 13F portfolio, value $2,967,804.

    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 17,164 shares
    Change vs previous 13F +128 shares

    0.42% of the 13F portfolio, value $2,550,742.

    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 17,036 shares
    Change vs previous 13F +374 shares

    0.35% of the 13F portfolio, value $1,965,103.

    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 16,662 shares
    Change vs previous 13F +147 shares

    0.32% of the 13F portfolio, value $1,590,888.

    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 16,515 shares
    Change vs previous 13F +555 shares

    0.35% of the 13F portfolio, value $1,756,040.

    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 15,960 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,279,034.

    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).