Cypress Wealth Services, LLC

SEC CIK: 0001721527
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

WFC holding history

Wells Fargo & Company 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.

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

Shares (Q2 2026): 20,018
Value: $1.65M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of WFC by Cypress Wealth Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	20,018	$1.65M	0.2%	−1,015−4.8%	Reduced	Holders
Q1 2026	21,033	$1.67M	0.2%	−78−0.4%	Reduced	Holders
Q4 2025	21,111	$1.97M	0.3%	+3,928+22.9%	Added	Holders
Q3 2025	17,183	$1.44M	0.2%	+848+5.2%	Added	Holders
Q2 2025	16,335	$1.31M	0.2%	−1,242−7.1%	Reduced	Holders
Q1 2025	17,577	$1.26M	0.3%	+1,573+9.8%	Added	Holders
Q4 2024	16,004	$1.12M	0.2%	+189+1.2%	Added	Holders
Q3 2024	15,815	$893.4K	0.2%	+13+0.1%	Added	Holders
Q2 2024	15,802	$938.5K	0.2%	+206+1.3%	Added	Holders
Q1 2024	15,596	$903.9K	0.2%	−706−4.3%	Reduced	Holders
Q4 2023	16,302	$802.4K	0.2%	−75−0.5%	Reduced	Holders
Q3 2023	16,377	$669.2K	0.2%	+16+0.1%	Added	Holders
Q2 2023	16,361	$732.0K	0.2%	+2,218+15.7%	Added	Holders
Q1 2023	14,143	$528.7K	0.2%	+786+5.9%	Added	Holders
Q4 2022	13,357	$551.5K	0.2%	−459−3.3%	Reduced	Holders
Q3 2022	13,816	$577.0K	0.2%	−31,796−69.7%	Reduced	Holders
Q2 2022	45,612	$1.79M	0.6%	+2,195+5.1%	Added	Holders
Q1 2022	43,417	$2.10M	0.6%	+1,629+3.9%	Added	Holders
Q4 2021	41,788	$2.00M	0.5%	−5,421−11.5%	Reduced	Holders
Q3 2021	47,209	$2.19M	0.7%	−1,278−2.6%	Reduced	Holders
Q2 2021	48,487	$2.20M	0.6%	−1,531−3.1%	Reduced	Holders
Q1 2021	50,018	$1.95M	0.4%	–	–	Holders

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