Cypress Wealth Services, LLC

SEC CIK: 0001721527
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service 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.

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

Shares (Q2 2026): 26,106
Value: $2.81M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of UPS by Cypress Wealth Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	26,106	$2.81M	0.3%	−170−0.6%	Reduced	Holders
Q1 2026	26,276	$2.58M	0.4%	+1,067+4.2%	Added	Holders
Q4 2025	25,209	$2.50M	0.3%	−187−0.7%	Reduced	Holders
Q3 2025	25,396	$2.12M	0.3%	+34+0.1%	Added	Holders
Q2 2025	25,362	$2.56M	0.5%	−91−0.4%	Reduced	Holders
Q1 2025	25,453	$2.80M	0.6%	+1,108+4.6%	Added	Holders
Q4 2024	24,345	$3.07M	0.6%	−880−3.5%	Reduced	Holders
Q3 2024	25,225	$3.44M	0.7%	+918+3.8%	Added	Holders
Q2 2024	24,307	$3.33M	0.7%	−113−0.5%	Reduced	Holders
Q1 2024	24,420	$3.63M	0.8%	−366−1.5%	Reduced	Holders
Q4 2023	24,786	$3.90M	1.0%	−350−1.4%	Reduced	Holders
Q3 2023	25,136	$3.92M	1.1%	−60−0.2%	Reduced	Holders
Q2 2023	25,196	$4.60M	1.2%	+600+2.4%	Added	Holders
Q1 2023	24,596	$4.77M	1.4%	−2,695−9.9%	Reduced	Holders
Q4 2022	27,291	$4.74M	1.5%	−152−0.6%	Reduced	Holders
Q3 2022	27,443	$4.37M	1.5%	−2,966−9.8%	Reduced	Holders
Q2 2022	30,409	$5.55M	1.8%	+539+1.8%	Added	Holders
Q1 2022	29,870	$6.41M	1.7%	+386+1.3%	Added	Holders
Q4 2021	29,484	$6.32M	1.7%	+85+0.3%	Added	Holders
Q3 2021	29,399	$5.35M	1.6%	−620−2.1%	Reduced	Holders
Q2 2021	30,019	$6.24M	1.7%	−95−0.3%	Reduced	Holders
Q1 2021	30,114	$5.12M	1.1%	–	–	Holders

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