Cypress Wealth Services, LLC

SEC CIK: 0001721527
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

T holding history

AT&T 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.

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

Shares (Q2 2026): 23,146
Value: $479.1K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of T by Cypress Wealth Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	23,146	$479.1K	0.1%	−2,708−10.5%	Reduced	Holders
Q1 2026	25,854	$749.5K	0.1%	−1,055−3.9%	Reduced	Holders
Q4 2025	26,909	$668.4K	0.1%	+12,297+84.2%	Added	Holders
Q3 2025	14,612	$412.6K	0.1%	+31+0.2%	Added	Holders
Q2 2025	14,581	$422.0K	0.1%	+538+3.8%	Added	Holders
Q1 2025	14,043	$397.1K	0.1%	−135−1.0%	Reduced	Holders
Q4 2024	14,178	$322.8K	0.1%	+1,912+15.6%	Added	Holders
Q3 2024	12,266	$269.9K	0.1%	+370+3.1%	Added	Holders
Q2 2024	11,896	$227.3K	0.1%	−380−3.1%	Reduced	Holders
Q1 2024	12,276	$216.1K	0.1%	+1,220+11.0%	Added	Holders
Q4 2023	11,056	$185.5K	<0.1%	−1,518−12.1%	Reduced	Holders
Q3 2023	12,574	$188.9K	0.1%	−308−2.4%	Reduced	Holders
Q2 2023	12,882	$174.3K	<0.1%	−7,700−37.4%	Reduced	Holders
Q1 2023	20,582	$396.2K	0.1%	+5,482+36.3%	Added	Holders
Q4 2022	15,100	$278.0K	0.1%	+1,529+11.3%	Added	Holders
Q3 2022	13,571	$203.0K	0.1%	−814−5.7%	Reduced	Holders
Q2 2022	14,385	$302.0K	0.1%	+721+5.3%	Added	Holders
Q1 2022	13,664	$323.0K	0.1%	+235+1.7%	Added	Holders
Q4 2021	13,429	$330.0K	0.1%	+283+2.2%	Added	Holders
Q3 2021	13,146	$355.0K	0.1%	−7,579−36.6%	Reduced	Holders
Q2 2021	20,725	$596.0K	0.2%	−14,479−41.1%	Reduced	Holders
Q1 2021	35,204	$1.07M	0.2%	–	–	Holders

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