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Cypress Wealth Services, LLC: XTEN position timeline

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

Cypress Wealth Services, LLC held 49,229 XTEN 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 49,229 shares
    Change vs previous 13F +5,778 shares

    0.28% of the 13F portfolio, value $2,243,874.

    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 43,451 shares
    Change vs previous 13F +3,969 shares

    0.28% of the 13F portfolio, value $1,992,681.

    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 39,482 shares
    Change vs previous 13F -1,067 shares

    0.25% of the 13F portfolio, value $1,824,872.

    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 40,549 shares
    Change vs previous 13F +2,087 shares

    0.31% of the 13F portfolio, value $1,890,795.

    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 38,462 shares
    Change vs previous 13F +7,430 shares

    0.32% of the 13F portfolio, value $1,775,427.

    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 31,032 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,445,160.

    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).