Cypress Wealth Advisors LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2019
Location
San Francisco, CA
CIK
0001461564
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2019 81 87,394 13F-HR 5/17/2019 000146156419000003 Cypress Wealth Advisors LLC
Q4 2018 79 72,787 13F-HR 2/14/2019 000146156419000001 Cypress Wealth Advisors LLC
Q3 2018 84 95,109 13F-HR 11/14/2018 000146156418000005 Cypress Wealth Advisors LLC
Q2 2018 81 92,373 13F-HR 8/14/2018 000146156418000004 Cypress Wealth Advisors LLC
Q1 2018 78 92,268 13F-HR 5/16/2018 000146156418000003 Cypress Wealth Advisors LLC
Q4 2017 85 104,312 13F-HR 2/15/2018 000146156418000001 Cypress Wealth Advisors LLC
Q3 2017 63 61,879 13F-HR 11/15/2017 000146156417000030 Cypress Wealth Advisors LLC
Q2 2017 84 85,654 13F-HR 8/16/2017 000146156417000029 Cypress Wealth Advisors LLC
Q1 2017 218 219,154 13F-HR 5/16/2017 000146156417000028 Cypress Wealth Advisors LLC
Q4 2016 208 219,013 13F-HR 2/15/2017 000146156417000001 Cypress Wealth Advisors LLC
Q3 2016 207 221,769 13F-HR 11/15/2016 000146156416000009 Cypress Wealth Advisors LLC
Q2 2016 192 202,438 13F-HR 8/16/2016 000146156416000008 Cypress Wealth Advisors LLC
Q1 2016 202 218,492 13F-HR 5/12/2016 000146156416000007 Cypress Wealth Advisors LLC
Q4 2015 189 197,386 13F-HR 2/12/2016 000146156416000006 Cypress Wealth Advisors LLC
Q3 2015 183 184,833 13F-HR 11/16/2015 000146156415000005 Cypress Wealth Advisors LLC
Q2 2015 149 170,947 NEW HOLDINGS 8/24/2015 000146156415000004 Cypress Wealth Advisors LLC
Q2 2015 87 126,472 13F-HR 8/17/2015 000146156415000003 Cypress Wealth Advisors LLC