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Cypress Wealth Services, LLC: VOO position timeline

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

Cypress Wealth Services, LLC held 14,794 VOO 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 14,794 shares
    Change vs previous 13F +10 shares

    1.25% of the 13F portfolio, value $10,160,624.

    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 14,784 shares
    Change vs previous 13F +1,176 shares

    1.25% of the 13F portfolio, value $8,834,086.

    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 13,608 shares
    Change vs previous 13F +219 shares

    1.18% of the 13F portfolio, value $8,534,005.

    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 13,389 shares
    Change vs previous 13F +146 shares

    1.34% of the 13F portfolio, value $8,199,330.

    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 13,243 shares
    Change vs previous 13F +431 shares

    1.35% of the 13F portfolio, value $7,522,697.

    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 12,812 shares
    Change vs previous 13F -29 shares

    1.34% of the 13F portfolio, value $6,584,301.

    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 12,841 shares
    Change vs previous 13F +434 shares

    1.39% of the 13F portfolio, value $6,918,751.

    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 12,407 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $6,546,953.

    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).