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Manager record

Cypress Wealth Services, LLC

Palm Desert, CA · CIK 1721527 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$847.56MReported 13F valueQ3 2026 · as filed
434Holdings listed
+4.0%vs prior quartervalue change includes market moves
6Quarters on record
Oct 21Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $558.6M$558.6MQ2 2025318 holdingsQ3 2025: $610.6M$610.6MQ3 2025346 holdingsQ4 2025: $722.7M$722.7MQ4 2025389 holdingsQ1 2026: $708.3M$708.3MQ1 2026397 holdingsQ2 2026: $814.9M$814.9MQ2 2026436 holdingsQ3 2026: $847.6M$847.6MQ3 2026434 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 21 2026 13F-HR · period Q3 2026

$847.56M · 434 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$814.94M · 436 holdings listed · View original SEC filing ↗
Apr 15 2026 13F-HR · period Q1 2026

$708.34M · 397 holdings listed · View original SEC filing ↗
Jan 14 2026 13F-HR · period Q4 2025

$722.66M · 389 holdings listed · View original SEC filing ↗
Oct 15 2025 13F-HR · period Q3 2025

$610.63M · 346 holdings listed · View original SEC filing ↗
Jul 28 2025 13F-HR · period Q2 2025

$558.61M · 318 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 21, 2026 · Change methodology