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Cypress Wealth Services, LLC: TLH position timeline

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

Cypress Wealth Services, LLC held 25,980 TLH 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 25,980 shares
    Change vs previous 13F -6,815 shares

    0.32% of the 13F portfolio, value $2,607,093.

    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 32,795 shares
    Change vs previous 13F +577 shares

    0.47% of the 13F portfolio, value $3,303,112.

    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 32,218 shares
    Change vs previous 13F +1,002 shares

    0.45% of the 13F portfolio, value $3,275,604.

    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 31,216 shares
    Change vs previous 13F +5,420 shares

    0.53% of the 13F portfolio, value $3,214,936.

    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 25,796 shares
    Change vs previous 13F +5,910 shares

    0.47% of the 13F portfolio, value $2,620,874.

    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 19,886 shares
    Change vs previous 13F +11,462 shares

    0.42% of the 13F portfolio, value $2,063,173.

    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 8,424 shares
    Change vs previous 13F -174 shares

    0.17% of the 13F portfolio, value $838,525.

    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 8,598 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $940,019.

    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).