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Cypress Wealth Services, LLC: VTEB position timeline

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

Cypress Wealth Services, LLC held 23,833 VTEB 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 23,833 shares
    Change vs previous 13F +3,291 shares

    0.15% of the 13F portfolio, value $1,205,486.

    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 20,542 shares
    Change vs previous 13F -24 shares

    0.14% of the 13F portfolio, value $1,024,853.

    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 20,566 shares
    Change vs previous 13F -7,155 shares

    0.14% of the 13F portfolio, value $1,034,277.

    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 27,721 shares
    Change vs previous 13F -7,152 shares

    0.23% of the 13F portfolio, value $1,388,004.

    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 34,873 shares
    Change vs previous 13F +3,774 shares

    0.31% of the 13F portfolio, value $1,709,809.

    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 31,099 shares
    Change vs previous 13F -585 shares

    0.31% of the 13F portfolio, value $1,543,132.

    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 31,684 shares
    Change vs previous 13F +223 shares

    0.32% of the 13F portfolio, value $1,588,319.

    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 31,461 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,608,286.

    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).