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Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

ADX holding history

Adams Diversified Equity Fund, Inc. in every 13F filed by Cypress Wealth Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADX overviewAll 13F holders of ADXFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2023
Holdings of ADX by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−15,493−100.0%Sold outHolders
Q1 202315,493$240.9K0.1%+15,493NewHolders