Cypress Wealth Services, LLC

SEC CIK: 0001721527
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

FFWM holding history

First Foundation 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.

FFWM overview All 13F holders of FFWM Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2025

Holdings of FFWM by Cypress Wealth Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−16,283−100.0%	Sold out	Holders
Q1 2026	16,283	$96.1K	<0.1%	00.0%	Unchanged	Holders
Q4 2025	16,283	$100.3K	<0.1%	+16,283	New	Holders