Skip to content
Disclosery

Cypress Wealth Services, LLC: VWO position timeline

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

Cypress Wealth Services, LLC held 34,427 VWO 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 34,427 shares
    Change vs previous 13F +4,400 shares

    0.25% of the 13F portfolio, value $2,054,953.

    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 30,027 shares
    Change vs previous 13F -1,846 shares

    0.23% of the 13F portfolio, value $1,622,935.

    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 31,873 shares
    Change vs previous 13F -143 shares

    0.24% of the 13F portfolio, value $1,713,469.

    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 32,016 shares
    Change vs previous 13F -270 shares

    0.28% of the 13F portfolio, value $1,734,607.

    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 32,286 shares
    Change vs previous 13F +6,025 shares

    0.29% of the 13F portfolio, value $1,596,876.

    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 26,261 shares
    Change vs previous 13F -320 shares

    0.24% of the 13F portfolio, value $1,188,558.

    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 26,581 shares
    Change vs previous 13F -732 shares

    0.24% of the 13F portfolio, value $1,170,614.

    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 27,313 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,306,944.

    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).