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Livermore
Livermore
ZHEN

Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

SRE holding history

Sempra 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.

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q2 2026)
3,239
Value
$300.2K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of SRE by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,239$300.2K<0.1%−196−5.7%ReducedHolders
Q1 20263,435$333.8K<0.1%+7+0.2%AddedHolders
Q4 20253,428$302.7K<0.1%+198+6.1%AddedHolders
Q3 20253,230$290.6K<0.1%+40+1.3%AddedHolders
Q2 20253,190$241.7K<0.1%+104+3.4%AddedHolders
Q1 20253,086$220.2K<0.1%−100−3.1%ReducedHolders
Q4 20243,186$279.4K0.1%+677+27.0%AddedHolders
Q3 20242,509$209.9K<0.1%+2,509NewHolders
Q2 20240$00.0%−2,956−100.0%Sold outHolders
Q1 20242,956$212.3K<0.1%+24+0.8%AddedHolders
Q4 20232,932$219.1K0.1%−38−1.3%ReducedHolders
Q3 20232,970$202.0K0.1%−184−5.8%ReducedConverted for a 2-for-1 splitHolders
Q2 20231,577$230.4K0.1%00.0%UnchangedHolders
Q1 20231,577$238.3K0.1%00.0%UnchangedHolders
Q4 20221,577$243.6K0.1%+4+0.3%AddedHolders
Q3 20221,573$231.0K0.1%00.0%UnchangedHolders
Q2 20221,573$236.0K0.1%−1,169−42.6%ReducedHolders
Q1 20222,742$461.0K0.1%+9+0.3%AddedHolders
Q4 20212,733$361.0K0.1%+10+0.4%AddedHolders
Q3 20212,723$344.0K0.1%+10+0.4%AddedHolders
Q2 20212,713$359.0K0.1%−198−6.8%ReducedHolders
Q1 20212,911$386.0K0.1%––Holders

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