Cypress Wealth Services, LLC

Position in MA — Mastercard Inc

CIK 1721527 PALM DESERT, CA

Back to MA Full portfolio

Position in MA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$756,019

-$45,935 QoQ

Shares Held

1,472

-8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,268

of 3,563 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in MA Over Time

Shares Held

Position Value (USD)

Derivatives in MA

reported options exposure · as of Sep 30, 2020

CallValue

CallShares

PutValue

$529,912

PutShares

1,567

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Cypress Wealth Services, LLC holds $5,282,776 across 4 Credit Services names. MA ranks #3 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	6,507	$2,200,992
2	V	Visa Inc.	5,034	$1,727,115
3	MA	Mastercard Inc This page	1,472	$756,019
4	COF	Capital One Financial Corp	2,984	$598,650

All Filings in MA

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$756,019	1,472	-8.3%	Shares	Sole	2026-07-13
2026-03-31	$801,954	1,605	-1.3%	Shares	Sole	2026-04-15
2025-12-31	$928,250	1,626	+34.2%	Shares	Sole	2026-01-14
2025-09-30	$689,397	1,212	+7.0%	Shares	Sole	2025-10-15
2025-06-30	$636,678	1,133	-6.3%	Shares	Sole	2025-07-28
2025-03-31	$662,677	1,209	+1.0%	Shares	Sole	2025-04-10
2024-12-31	$630,304	1,197	+1.5%	Shares	Sole	2025-01-15
2024-09-30	$582,190	1,179	+5.3%	Shares	Sole	2024-10-09
2024-06-30	$494,099	1,120	+9.5%	Shares	Sole	2024-07-12
2024-03-31	$492,646	1,023	+18.4%	Shares	Sole	2024-04-16
2023-12-31	$368,504	864	+2.9%	Shares	Sole	2024-01-11
2023-09-30	$332,564	840	-1.3%	Shares	Sole	2023-10-13
2023-06-30	$334,698	851	+28.7%	Shares	Sole	2023-07-21
2023-03-31	$240,214	661	-21.8%	Shares	Sole	2023-04-07
2022-12-31	$293,831	845	+9.3%	Shares	Sole	2023-01-19
2022-09-30	$219,794	773	-52.0%	Shares	Sole	2022-10-14
2022-06-30	$507,607	1,609	-4.7%	Shares	Sole	2022-07-27
2022-03-31	$603,257	1,688	+2.7%	Shares	Sole	2022-04-22
2021-12-31	$590,722	1,644	-1.3%	Shares	Sole	2022-01-19
2021-09-30	$578,887	1,665	-10.0%	Shares	Sole	2021-10-13
2021-06-30	$675,051	1,849	+0.6%	Shares	Sole	2021-07-14
2021-03-31	$654,419	1,838	+10.1%	Shares	Sole	2021-04-28
2020-12-31	$595,732	1,669	-12.3%	Shares	Sole	2021-01-22
2020-09-30	$529,912	1,567	—	Put	Sole	2020-10-23
2020-06-30	$563,012	1,904	+21.0%	Shares	Sole	2020-07-15
2020-03-31	$380,215	1,574	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.