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Cypress Wealth Services, LLC: XCEM position timeline

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

Cypress Wealth Services, LLC held 16,758 XCEM 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 16,758 shares
    Change vs previous 13F +162 shares

    0.11% of the 13F portfolio, value $886,186.

    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 16,596 shares
    Change vs previous 13F -1,696 shares

    0.1% of the 13F portfolio, value $677,282.

    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 18,292 shares
    Change vs previous 13F -9,414 shares

    0.1% of the 13F portfolio, value $701,681.

    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 27,706 shares
    Change vs previous 13F -5,403 shares

    0.16% of the 13F portfolio, value $1,006,559.

    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 33,109 shares
    Change vs previous 13F -143,084 shares

    0.2% of the 13F portfolio, value $1,131,666.

    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 176,193 shares
    Change vs previous 13F +2,225 shares

    1.06% of the 13F portfolio, value $5,203,861.

    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 173,968 shares
    Change vs previous 13F +19,577 shares

    1.03% of the 13F portfolio, value $5,149,453.

    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 154,391 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $5,043,954.

    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).