Cypress Wealth Services, LLC: SPEM position timeline

Cypress Wealth Services, LLC held 101,303 SPEM 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 101,303 shares

   Change vs previous 13F -35,624 shares

   0.65% of the 13F portfolio, value $5,245,451.

   13F-HR 0001721527-26-000004 filed by Cypress Wealth Services, LLC
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 136,927 shares

   Change vs previous 13F -81,693 shares

   0.91% of the 13F portfolio, value $6,423,262.

   13F-HR 0001721527-26-000003 filed by Cypress Wealth Services, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 218,620 shares

   Change vs previous 13F +58,514 shares

   1.42% of the 13F portfolio, value $10,233,619.

   13F-HR 0001721527-26-000002 filed by Cypress Wealth Services, LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 160,106 shares

   Change vs previous 13F +27,882 shares

   1.23% of the 13F portfolio, value $7,494,562.

   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).

5. period ended2025-06-30

   13F 132,224 shares

   Change vs previous 13F not available

   1.01% of the 13F portfolio, value $5,651,254.

   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).