Cypress Wealth Services, LLC
CIK
0001721527
City
PALM DESERT
State / Country
CA
Holdings in VCV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $770,162 | 69,197 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $720,141 | 68,002 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $692,124 | 66,743 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $700,281 | 66,002 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $717,751 | 65,608 | Shares | Sole | 2025-01-15 |