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Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

BA holding history

Boeing Co 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.

BA overviewAll 13F holders of BAFull Q2 2026 holdings

Shares (Q2 2026)
1,248
Value
$270.2K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of BA by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,248$270.2K<0.1%+42+3.5%AddedHolders
Q1 20261,206$240.0K<0.1%+146+13.8%AddedHolders
Q4 20251,060$230.1K<0.1%+1,060NewHolders
Q4 20230$00.0%−1,235−100.0%Sold outHolders
Q3 20231,235$236.7K0.1%−100−7.5%ReducedHolders
Q2 20231,335$282.8K0.1%00.0%UnchangedHolders
Q1 20231,335$283.6K0.1%−5−0.4%ReducedHolders
Q4 20221,340$255.3K0.1%+1,340NewHolders
Q3 20220$00.0%−1,507−100.0%Sold outHolders
Q2 20221,507$206.0K0.1%−166−9.9%ReducedHolders
Q1 20221,673$320.0K0.1%−282−14.4%ReducedHolders
Q4 20211,955$394.0K0.1%+537+37.9%AddedHolders
Q3 20211,418$312.0K0.1%+69+5.1%AddedHolders
Q2 20211,349$323.0K0.1%−1,513−52.9%ReducedHolders
Q1 20212,862$729.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.