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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

SHOP holding history

Shopify 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.

SHOP overviewAll 13F holders of SHOPFull Q2 2026 holdings

Shares (Q2 2026)
17,217
Value
$1.97M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SHOP by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,217$1.97M0.2%−840−4.7%ReducedHolders
Q1 202618,057$2.14M0.3%−380−2.1%ReducedHolders
Q4 202518,437$2.97M0.4%+1,273+7.4%AddedHolders
Q3 202517,164$2.55M0.4%+128+0.8%AddedHolders
Q2 202517,036$1.97M0.4%+374+2.2%AddedHolders
Q1 202516,662$1.59M0.3%+147+0.9%AddedHolders
Q4 202416,515$1.76M0.4%+555+3.5%AddedHolders
Q3 202415,960$1.28M0.3%−70−0.4%ReducedHolders
Q2 202416,030$1.06M0.2%00.0%UnchangedHolders
Q1 202416,030$1.24M0.3%−1,277−7.4%ReducedHolders
Q4 202317,307$1.35M0.3%+30.0%AddedHolders
Q3 202317,304$944.3K0.3%−2,000−10.4%ReducedHolders
Q2 202319,304$1.33M0.3%+5,636+41.2%AddedHolders
Q1 202313,668$655.2K0.2%−200−1.4%ReducedHolders
Q4 202213,868$481.4K0.2%+598+4.5%AddedHolders
Q3 202213,270$361.0K0.1%+300+2.3%AddedHolders
Q2 202212,970$405.0K0.1%−260−2.0%ReducedConverted for a 10-for-1 splitHolders
Q1 20221,323$894.0K0.2%−24−1.8%ReducedHolders
Q4 20211,347$1.85M0.5%+20+1.5%AddedHolders
Q3 20211,327$1.80M0.5%−15−1.1%ReducedHolders
Q2 20211,342$1.96M0.5%−66−4.7%ReducedHolders
Q1 20211,408$1.56M0.3%––Holders

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