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Cypress Wealth Services, LLC: UPS position timeline

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

Cypress Wealth Services, LLC held 26,106 UPS 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 26,106 shares
    Change vs previous 13F -170 shares

    0.35% of the 13F portfolio, value $2,806,392.

    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 26,276 shares
    Change vs previous 13F +1,067 shares

    0.36% of the 13F portfolio, value $2,584,993.

    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 25,209 shares
    Change vs previous 13F -187 shares

    0.35% of the 13F portfolio, value $2,500,440.

    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 25,396 shares
    Change vs previous 13F +34 shares

    0.35% of the 13F portfolio, value $2,121,340.

    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 25,362 shares
    Change vs previous 13F -91 shares

    0.46% of the 13F portfolio, value $2,560,008.

    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 25,453 shares
    Change vs previous 13F +1,108 shares

    0.57% of the 13F portfolio, value $2,799,554.

    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 24,345 shares
    Change vs previous 13F -880 shares

    0.62% of the 13F portfolio, value $3,069,905.

    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 25,225 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $3,439,133.

    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).