Skip to content
Disclosery

Cypress Wealth Services, LLC: WFC position timeline

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

Cypress Wealth Services, LLC held 20,018 WFC 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 20,018 shares
    Change vs previous 13F -1,015 shares

    0.2% of the 13F portfolio, value $1,654,258.

    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 21,033 shares
    Change vs previous 13F -78 shares

    0.24% of the 13F portfolio, value $1,674,467.

    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 21,111 shares
    Change vs previous 13F +3,928 shares

    0.27% of the 13F portfolio, value $1,967,545.

    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 17,183 shares
    Change vs previous 13F +848 shares

    0.24% of the 13F portfolio, value $1,440,308.

    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 16,335 shares
    Change vs previous 13F -1,242 shares

    0.23% of the 13F portfolio, value $1,308,743.

    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 17,577 shares
    Change vs previous 13F +1,573 shares

    0.26% of the 13F portfolio, value $1,261,834.

    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 16,004 shares
    Change vs previous 13F +189 shares

    0.23% of the 13F portfolio, value $1,124,135.

    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 15,815 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $893,416.

    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).