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Cypress Wealth Services, LLC

SEC CIK
0001721527
Latest filing
Jul 10, 2026

WPM holding history

Wheaton Precious Metals Corp. 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.

WPM overviewAll 13F holders of WPMFull Q2 2026 holdings

Shares (Q2 2026)
4,857
Value
$545.5K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of WPM by Cypress Wealth Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,857$545.5K0.1%−230−4.5%ReducedHolders
Q1 20265,087$666.4K0.1%−1,252−19.8%ReducedHolders
Q4 20256,339$745.0K0.1%−1,354−17.6%ReducedHolders
Q3 20257,693$860.4K0.1%−1,599−17.2%ReducedHolders
Q2 20259,292$834.4K0.1%−230−2.4%ReducedHolders
Q1 20259,522$739.2K0.1%−503−5.0%ReducedHolders
Q4 202410,025$563.8K0.1%−333−3.2%ReducedHolders
Q3 202410,358$632.7K0.1%−330−3.1%ReducedHolders
Q2 202410,688$560.3K0.1%−362−3.3%ReducedHolders
Q1 202411,050$520.8K0.1%−131−1.2%ReducedHolders
Q4 202311,181$551.7K0.1%−314−2.7%ReducedHolders
Q3 202311,495$466.1K0.1%−196−1.7%ReducedHolders
Q2 202311,691$519.4K0.1%−587−4.8%ReducedHolders
Q1 202312,278$591.3K0.2%−280−2.2%ReducedHolders
Q4 202212,558$490.8K0.2%−598−4.5%ReducedHolders
Q3 202213,156$425.0K0.1%−315−2.3%ReducedHolders
Q2 202213,471$485.0K0.2%−107−0.8%ReducedHolders
Q1 202213,578$646.0K0.2%00.0%UnchangedHolders
Q4 202113,578$583.0K0.2%−533−3.8%ReducedHolders
Q3 202114,111$530.0K0.2%00.0%UnchangedHolders
Q2 202114,111$622.0K0.2%−218−1.5%ReducedHolders
Q1 202114,329$548.0K0.1%––Holders

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