Cypress Wealth Services, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
Palm Desert, CA
CIK
0001721527
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 223 294,020 13F-HR 10/14/2022 000108514622003418 Cypress Wealth Services, LLC
Q2 2022 228 313,474 13F-HR 7/27/2022 000108514622002619 Cypress Wealth Services, LLC
Q1 2022 243 366,900 13F-HR 4/21/2022 000108514622001500 Cypress Wealth Services, LLC
Q4 2021 229 365,362 13F-HR 1/18/2022 000108514622000176 Cypress Wealth Services, LLC
Q3 2021 229 333,941 13F-HR 10/12/2021 000108514621002766 Cypress Wealth Services, LLC
Q2 2021 260 366,093 13F-HR 7/13/2021 000108514621001946 Cypress Wealth Services, LLC
Q1 2021 295 478,198 13F-HR 4/28/2021 000108514621001333 Cypress Wealth Services, LLC
Q4 2020 290 447,688 13F-HR 1/22/2021 000108514621000240 Cypress Wealth Services, LLC
Q3 2020 265 390,228 13F-HR 10/23/2020 000108514620002646 Cypress Wealth Services, LLC
Q2 2020 273 420,170 13F-HR 7/15/2020 000108514620001790 Cypress Wealth Services, LLC
Q1 2020 246 339,804 RESTATEMENT 4/28/2020 000108514620001231 Cypress Wealth Services, LLC
Q1 2020 250 337,870 13F-HR 4/10/2020 000108514620001074 Cypress Wealth Services, LLC
Q4 2019 258 396,384 13F-HR 1/14/2020 000108514620000128 Cypress Wealth Services, LLC
Q3 2019 254 364,435 13F-HR 10/16/2019 000108514619002550 Cypress Wealth Services, LLC
Q2 2019 260 346,587 13F-HR 7/24/2019 000108514619001958 Cypress Wealth Services, LLC
Q1 2019 261 315,841 13F-HR 4/19/2019 000108514619001219 Cypress Wealth Services, LLC
Q4 2018 223 252,243 13F-HR 1/22/2019 000108514619000209 Cypress Wealth Services, LLC
Q3 2018 229 279,594 13F-HR 10/19/2018 000108514618002360 Cypress Wealth Services, LLC
Q2 2018 225 263,279 13F-HR 8/6/2018 000108514618001854 Cypress Wealth Services, LLC
Q1 2018 197 234,355 13F-HR 5/1/2018 000108514618001192 Cypress Wealth Services, LLC
Q4 2017 205 240,806 13F-HR 2/5/2018 000108514618000328 Cypress Wealth Services, LLC