Skip to main content

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

COR holding history

Cencora, 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.

COR overviewAll 13F holders of CORFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of COR by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−1,404−100.0%Sold outHolders
Q2 20231,404$269.8K0.1%+1,404NewHolders
Q3 20220$00.0%−2,176−100.0%Sold outHolders
Q2 20222,176$308.0K0.1%+145+7.1%AddedHolders
Q1 20222,031$314.0K0.1%+116+6.1%AddedHolders
Q4 20211,915$254.0K0.1%+113+6.3%AddedHolders
Q3 20211,802$215.0K0.1%−366−16.9%ReducedHolders
Q2 20212,168$248.0K0.1%+175+8.8%AddedHolders
Q1 20211,993$235.0K<0.1%––Holders

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