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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

FSM holding history

Fortuna Mining Corp. 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.

FSM overviewAll 13F holders of FSMFull Q2 2026 holdings

Shares (Q2 2026)
13,786
Value
$116.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FSM by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202613,786$116.5K<0.1%−725−5.0%ReducedHolders
Q1 202614,511$144.1K<0.1%−6,519−31.0%ReducedHolders
Q4 202521,030$206.3K<0.1%−7,765−27.0%ReducedHolders
Q3 202528,795$258.0K<0.1%−6,449−18.3%ReducedHolders
Q2 202535,244$230.5K<0.1%00.0%UnchangedHolders
Q1 202535,244$215.0K<0.1%00.0%UnchangedHolders
Q4 202435,244$151.2K<0.1%00.0%UnchangedHolders
Q3 202435,244$163.2K<0.1%00.0%UnchangedHolders
Q2 202435,244$172.3K<0.1%00.0%UnchangedHolders
Q1 202435,244$131.5K<0.1%00.0%UnchangedHolders
Q4 202335,244$136.0K<0.1%00.0%UnchangedHolders
Q3 202335,244$95.9K<0.1%00.0%UnchangedHolders
Q2 202335,244$130.1K<0.1%00.0%UnchangedHolders
Q1 202335,244$134.6K<0.1%00.0%UnchangedHolders
Q4 202235,244$132.2K<0.1%00.0%UnchangedHolders
Q3 202235,244$100.0K<0.1%00.0%UnchangedHolders
Q2 202235,244$100.0K<0.1%−284−0.8%ReducedHolders
Q1 202235,528$135.0K<0.1%00.0%UnchangedHolders
Q4 202135,528$139.0K<0.1%−357−1.0%ReducedHolders
Q3 202135,885$141.0K<0.1%00.0%UnchangedHolders
Q2 202135,885$199.0K0.1%−562−1.5%ReducedHolders
Q1 202136,447$236.0K<0.1%––Holders

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