Cypress Wealth Services, LLC
- SEC CIK
- 0001721527
- Latest filing
- Jul 10, 2026
EIX holding history
Edison International 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.
EIX overviewAll 13F holders of EIXFull Q2 2026 holdings
- Shares (Q2 2026)
- 4,070
- Value
- $303.0K
- % of portfolio
- <0.1%
- Quarters held
- 19
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 4,070 | $303.0K | <0.1% | −50−1.2% | Reduced | Holders |
| Q1 2026 | 4,120 | $301.5K | <0.1% | +4,120 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −4,263−100.0% | Sold out | Holders |
| Q3 2025 | 4,263 | $235.7K | <0.1% | +167+4.1% | Added | Holders |
| Q2 2025 | 4,096 | $211.4K | <0.1% | −94−2.2% | Reduced | Holders |
| Q1 2025 | 4,190 | $246.8K | 0.1% | −187−4.3% | Reduced | Holders |
| Q4 2024 | 4,377 | $349.5K | 0.1% | −2,672−37.9% | Reduced | Holders |
| Q3 2024 | 7,049 | $613.9K | 0.1% | +102+1.5% | Added | Holders |
| Q2 2024 | 6,947 | $498.9K | 0.1% | −119−1.7% | Reduced | Holders |
| Q1 2024 | 7,066 | $499.8K | 0.1% | −1,030−12.7% | Reduced | Holders |
| Q4 2023 | 8,096 | $578.8K | 0.1% | −108−1.3% | Reduced | Holders |
| Q3 2023 | 8,204 | $519.2K | 0.1% | −14−0.2% | Reduced | Holders |
| Q2 2023 | 8,218 | $574.4K | 0.2% | +273+3.4% | Added | Holders |
| Q1 2023 | 7,945 | $560.9K | 0.2% | +1,080+15.7% | Added | Holders |
| Q4 2022 | 6,865 | $436.8K | 0.1% | +22+0.3% | Added | Holders |
| Q3 2022 | 6,843 | $401.0K | 0.1% | +139+2.1% | Added | Holders |
| Q2 2022 | 6,704 | $424.0K | 0.1% | +1,625+32.0% | Added | Holders |
| Q1 2022 | 5,079 | $356.0K | 0.1% | +1,033+25.5% | Added | Holders |
| Q4 2021 | 4,046 | $276.0K | 0.1% | +173+4.5% | Added | Holders |
| Q3 2021 | 3,873 | $215.0K | 0.1% | +3,873 | New | Holders |