Cypress Wealth Services, LLC
CIK
0001721527
City
PALM DESERT
State / Country
CA
Holdings in RMI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $465,075 | 32,500 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $475,150 | 32,500 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $463,125 | 32,500 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $485,225 | 32,500 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $489,450 | 32,500 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $530,725 | 32,500 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $517,075 | 32,500 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $523,250 | 32,500 | Shares | Sole | 2024-04-16 |
| 2023-12-31 | $494,975 | 32,500 | Shares | Sole | 2024-01-11 |
| 2023-09-30 | $466,700 | 32,500 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $532,025 | 32,500 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $544,375 | 32,500 | Shares | Sole | 2023-04-07 |
| 2022-12-31 | $531,375 | 32,500 | Shares | Sole | 2023-01-19 |
| 2022-09-30 | $507,000 | 32,500 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $568,750 | 32,500 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $602,875 | 32,500 | Shares | Sole | 2022-04-22 |
| 2021-12-31 | $724,750 | 32,500 | Shares | Sole | 2022-01-19 |
| 2021-09-30 | $693,600 | 30,000 | Shares | Sole | 2021-10-13 |
| 2021-06-30 | $694,800 | 30,000 | Shares | Sole | 2021-07-14 |
| 2021-03-31 | $659,100 | 30,000 | Shares | Sole | 2021-04-28 |
| 2020-12-31 | $552,852 | 25,750 | Shares | Sole | 2021-01-22 |
| 2020-09-30 | $423,507 | 20,750 | Shares | Sole | 2020-10-23 |
| 2020-06-30 | $440,107 | 20,750 | Shares | Sole | 2020-07-15 |
| 2020-03-31 | $422,520 | 21,000 | Shares | Sole | 2020-04-28 |