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Cypress Wealth Services, LLC: SPYM position timeline

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

Cypress Wealth Services, LLC held 535,606 SPYM 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 535,606 shares
    Change vs previous 13F +177,871 shares

    5.79% of the 13F portfolio, value $47,069,079.

    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 357,735 shares
    Change vs previous 13F -9,560 shares

    3.87% of the 13F portfolio, value $27,381,068.

    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 367,295 shares
    Change vs previous 13F +45,952 shares

    4.08% of the 13F portfolio, value $29,464,393.

    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 321,343 shares
    Change vs previous 13F +26,279 shares

    4.12% of the 13F portfolio, value $25,174,032.

    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 295,064 shares
    Change vs previous 13F -8,692 shares

    3.84% of the 13F portfolio, value $21,448,179.

    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 303,756 shares
    Change vs previous 13F +1,563 shares

    4.05% of the 13F portfolio, value $19,974,977.

    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 302,193 shares
    Change vs previous 13F -6,028 shares

    4.18% of the 13F portfolio, value $20,833,193.

    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 308,221 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $20,808,020.

    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).