Cypress Wealth Services, LLC
CIK
0001721527
City
PALM DESERT
State / Country
CA
Holdings in CEV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $584,629 | 58,230 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $558,421 | 55,399 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $531,108 | 54,810 | Shares | Sole | 2025-07-28 |
| 2024-09-30 | $602,784 | 55,454 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $347,235 | 31,915 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $334,543 | 31,531 | Shares | Sole | 2024-04-16 |