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Cypress Wealth Services, LLC: VEA position timeline

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

Cypress Wealth Services, LLC held 114,099 VEA 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 114,099 shares
    Change vs previous 13F +13,582 shares

    1% of the 13F portfolio, value $8,129,588.

    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 100,517 shares
    Change vs previous 13F -1,748 shares

    0.91% of the 13F portfolio, value $6,441,135.

    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 102,265 shares
    Change vs previous 13F +3,653 shares

    0.88% of the 13F portfolio, value $6,388,468.

    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 98,612 shares
    Change vs previous 13F +2,572 shares

    0.97% of the 13F portfolio, value $5,908,850.

    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 96,040 shares
    Change vs previous 13F +7,632 shares

    0.98% of the 13F portfolio, value $5,475,222.

    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 88,408 shares
    Change vs previous 13F -1,317 shares

    0.91% of the 13F portfolio, value $4,493,801.

    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 89,725 shares
    Change vs previous 13F -212 shares

    0.86% of the 13F portfolio, value $4,290,633.

    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 89,937 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,749,565.

    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).