Skip to content
Disclosery

Cypress Wealth Services, LLC: VCV position timeline

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

Cypress Wealth Services, LLC held 71,687 VCV 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 71,687 shares
    Change vs previous 13F +1,269 shares

    0.1% of the 13F portfolio, value $773,499.

    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 70,418 shares
    Change vs previous 13F +1,221 shares

    0.1% of the 13F portfolio, value $735,164.

    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 69,197 shares
    Change vs previous 13F +1,195 shares

    0.11% of the 13F portfolio, value $770,158.

    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 68,002 shares
    Change vs previous 13F +1,259 shares

    0.12% of the 13F portfolio, value $720,141.

    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 66,743 shares
    Change vs previous 13F +741 shares

    0.12% of the 13F portfolio, value $692,125.

    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 66,002 shares
    Change vs previous 13F +394 shares

    0.14% of the 13F portfolio, value $700,276.

    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 65,608 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $717,752.

    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).