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Cypress Wealth Services, LLC: VYM position timeline

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

Cypress Wealth Services, LLC held 44,777 VYM 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 44,777 shares
    Change vs previous 13F -444 shares

    0.87% of the 13F portfolio, value $7,076,078.

    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 45,221 shares
    Change vs previous 13F -757 shares

    0.95% of the 13F portfolio, value $6,697,255.

    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 45,978 shares
    Change vs previous 13F +101 shares

    0.91% of the 13F portfolio, value $6,598,720.

    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 45,877 shares
    Change vs previous 13F -466 shares

    1.06% of the 13F portfolio, value $6,466,331.

    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 46,343 shares
    Change vs previous 13F +2,496 shares

    1.11% of the 13F portfolio, value $6,178,051.

    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 43,847 shares
    Change vs previous 13F -119 shares

    1.15% of the 13F portfolio, value $5,654,502.

    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 43,966 shares
    Change vs previous 13F -1,114 shares

    1.13% of the 13F portfolio, value $5,609,656.

    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 45,080 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $5,779,214.

    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).