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Cypress Wealth Services, LLC: VCIT position timeline

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

Cypress Wealth Services, LLC held 56,220 VCIT 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 56,220 shares
    Change vs previous 13F +929 shares

    0.57% of the 13F portfolio, value $4,646,559.

    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 55,291 shares
    Change vs previous 13F +2,285 shares

    0.65% of the 13F portfolio, value $4,575,290.

    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 53,006 shares
    Change vs previous 13F +7,813 shares

    0.61% of the 13F portfolio, value $4,439,229.

    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 45,193 shares
    Change vs previous 13F +1,737 shares

    0.62% of the 13F portfolio, value $3,801,173.

    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 43,456 shares
    Change vs previous 13F -1,478 shares

    0.65% of the 13F portfolio, value $3,603,346.

    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 44,934 shares
    Change vs previous 13F -163 shares

    0.75% of the 13F portfolio, value $3,673,834.

    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 45,097 shares
    Change vs previous 13F +1,004 shares

    0.73% of the 13F portfolio, value $3,619,939.

    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 44,093 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,692,760.

    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).