Cypress Wealth Services, LLC: USXF position timeline

Cypress Wealth Services, LLC held 5,256 USXF 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 5,256 shares

   Change vs previous 13F +221 shares

   0.04% of the 13F portfolio, value $364,997.

   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 5,035 shares

   Change vs previous 13F +962 shares

   0.04% of the 13F portfolio, value $277,951.

   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 4,073 shares

   Change vs previous 13F -259 shares

   0.03% of the 13F portfolio, value $234,548.

   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 4,332 shares

   Change vs previous 13F -1,188 shares

   0.04% of the 13F portfolio, value $248,272.

   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 5,520 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $297,679.

   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).