Cypress Wealth Services, LLC
Holdings in WABC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,041,498 | 21,775 | Shares | Sole | 2026-01-14 |
| 2025-09-30 | $1,088,532 | 21,775 | Shares | Sole | 2025-10-15 |
| 2025-06-30 | $1,054,781 | 21,775 | Shares | Sole | 2025-07-28 |
| 2025-03-31 | $1,102,468 | 21,775 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $1,142,316 | 21,775 | Shares | Sole | 2025-01-15 |
| 2024-09-30 | $1,076,120 | 21,775 | Shares | Sole | 2024-10-09 |
| 2024-06-30 | $1,056,740 | 21,775 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $1,064,362 | 21,775 | Shares | Sole | 2024-04-16 |
| 2023-12-31 | $1,228,327 | 21,775 | Shares | Sole | 2024-01-11 |
| 2023-09-30 | $941,768 | 21,775 | Shares | Sole | 2023-10-13 |
| 2023-06-30 | $833,982 | 21,775 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $964,632 | 21,775 | Shares | Sole | 2023-04-07 |
| 2022-12-31 | $1,284,942 | 21,775 | Shares | Sole | 2023-01-19 |
| 2022-09-30 | $1,138,614 | 21,775 | Shares | Sole | 2022-10-14 |
| 2022-06-30 | $1,211,996 | 21,775 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $1,317,387 | 21,775 | Shares | Sole | 2022-04-22 |
| 2021-12-31 | $1,257,070 | 21,775 | Shares | Sole | 2022-01-19 |
| 2021-09-30 | $1,225,061 | 21,775 | Shares | Sole | 2021-10-13 |
| 2021-06-30 | $1,263,603 | 21,775 | Shares | Sole | 2021-07-14 |