Cypress Wealth Services, LLC
Q3 2026 13F Holdings
Location
Palm Desert, CA
Holdings as of
9/30/2026
Value ($000)
$847,557
Num holdings
434
Date filed
10/21/2026
Form type
13F-HR
Prev filing
7/13/2026
Next filing
SEC
View on sec.gov
Compare Q3 2026 to
2026 Q2
2026 Q1
2025 Q4
2025 Q3
2025 Q2
2025 Q1
2024 Q4
2024 Q3
2024 Q2
2024 Q1
2023 Q4
2023 Q3
2023 Q2
2023 Q1
2022 Q4
2022 Q3
2022 Q2
2022 Q1
2021 Q4
2021 Q3
2021 Q2
2021 Q1
2020 Q4
2020 Q3
2020 Q2
2020 Q1 - RESTATEMENT
2019 Q4
2019 Q3
2019 Q2
2019 Q1
2018 Q4
2018 Q3
2018 Q2
2018 Q1
2017 Q4
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type