Managers / Q2 2022 · view latest →
Cypress Wealth Services, LLC
CIK 0001721527 · 74150 COUNTRY CLUB DRIVE, PALM DESERT, CA, 92260 · (760) 834-7250
Reported Value
$313M
Q2 2022
Positions
228
Filings on Record
31
2019–present window
Filed
Jul 27, 2022
original filing
Summary
Cypress Wealth Services, Llc reported $313M in U.S.-listed holdings across 228 positions for Q2 2022.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2022
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $708M | 397 | Apr 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $723M | 389 | Jan 14, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $611M | 346 | Oct 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $559M | 318 | Jul 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $493M | 284 | Apr 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $498M | 280 | Jan 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $484M | 282 | Oct 9, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $449M | 259 | Jul 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $429M | 261 | Apr 16, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $401M | 244 | Jan 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $361M | 240 | Oct 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $381M | 247 | Jul 21, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $341M | 249 | Apr 7, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $311.2B | 233 | Jan 19, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $294M | 223 | Oct 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $313M | 228 | Jul 27, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $367M | 243 | Apr 22, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $365M | 229 | Jan 19, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $334M | 229 | Oct 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $366M | 260 | Jul 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $478M | 295 | Apr 28, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $448M | 290 | Jan 22, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $390M | 265 | Oct 23, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $420M | 273 | Jul 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $340M | 246 | Apr 28, 2020 | RESTATEMENT | changes · EDGAR ↗ |
| Q4 2019 | $396M | 258 | Jan 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $364M | 254 | Oct 16, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $347M | 260 | Jul 24, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $316M | 261 | Apr 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $252M | 223 | Jan 22, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.