Cypress Wealth Services, LLC

Business address
74150 Country Club Drive, Palm Desert, CA, 92260
Top securities (13F)
AAPL, IVV, SPLG, QUAL, DYNF, OEF, EFV, IVW, IVE, SCHZ, MGK, SPY, MSFT, ESGU, VOO, NVDA, SPEM, THRO, BAI, and GOOGL
State of incorporation
CA
Fiscal year end
31 December
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Cypress Wealth Services, LLC has filed 35 SEC EDGAR filings since 05 Feb 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 15 Oct 2025 30 Sep 2025 028-18257
N-PX Open Document Open Filing 21 Aug 2025 30 Jun 2025 028-18257
13F-HR Open Document Open Filing 28 Jul 2025 30 Jun 2025 028-18257
13F-HR Open Document Open Filing 10 Apr 2025 31 Mar 2025 028-18257
13F-HR Open Document Open Filing 15 Jan 2025 31 Dec 2024 028-18257
13F-HR Open Document Open Filing 09 Oct 2024 30 Sep 2024 028-18257
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-18257
13F-HR Open Document Open Filing 12 Jul 2024 30 Jun 2024 028-18257
13F-HR Open Document Open Filing 16 Apr 2024 31 Mar 2024 028-18257
13F-HR Open Document Open Filing 11 Jan 2024 31 Dec 2023 028-18257
13F-HR Open Document Open Filing 13 Oct 2023 30 Sep 2023 028-18257
13F-HR Open Document Open Filing 21 Jul 2023 30 Jun 2023 028-18257
13F-HR Open Document Open Filing 07 Apr 2023 31 Mar 2023 028-18257
13F-HR Open Document Open Filing 19 Jan 2023 31 Dec 2022 028-18257
13F-HR Open Document Open Filing 14 Oct 2022 30 Sep 2022 028-18257
13F-HR Open Document Open Filing 27 Jul 2022 30 Jun 2022 028-18257
13F-HR Open Document Open Filing 22 Apr 2022 31 Mar 2022 028-18257
13F-HR Open Document Open Filing 19 Jan 2022 31 Dec 2021 028-18257
13F-HR Open Document Open Filing 13 Oct 2021 30 Sep 2021 028-18257
13F-HR Open Document Open Filing 14 Jul 2021 30 Jun 2021 028-18257
13F-HR Open Document Open Filing 28 Apr 2021 31 Mar 2021 028-18257
13F-HR Open Document Open Filing 22 Jan 2021 31 Dec 2020 028-18257
13F-HR Open Document Open Filing 23 Oct 2020 30 Sep 2020 028-18257
13F-HR Open Document Open Filing 15 Jul 2020 30 Jun 2020 028-18257
13F-HR/A Open Document Open Filing 28 Apr 2020 31 Mar 2020 028-18257
13F-HR Open Document Open Filing 10 Apr 2020 31 Mar 2020 028-18257
13F-HR Open Document Open Filing 14 Jan 2020 31 Dec 2019 028-18257
13F-HR Open Document Open Filing 16 Oct 2019 30 Sep 2019 028-18257
13F-HR Open Document Open Filing 24 Jul 2019 30 Jun 2019 028-18257
13F-HR Open Document Open Filing 19 Apr 2019 31 Mar 2019 028-18257
13F-HR Open Document Open Filing 22 Jan 2019 31 Dec 2018 028-18257
13F-HR Open Document Open Filing 19 Oct 2018 30 Sep 2018 028-18257
13F-HR Open Document Open Filing 06 Aug 2018 30 Jun 2018 028-18257
13F-HR Open Document Open Filing 01 May 2018 31 Mar 2018 028-18257
13F-HR Open Document Open Filing 05 Feb 2018 31 Dec 2017 028-18257