Cypress Wealth Services, LLC has recently submitted its 13F-HR report, which outlines its institutional investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company’s investment strategies and portfolio management.
As a player in the investment management sector, Cypress Wealth Services is responsible for managing assets and investments for its clients. The firm operates under the CIK number 0001721527 and is categorized as an institutional investment manager.
The filing states, "Filing Date: 2026-10-21" and "Period of Report: 2026-09-30." This indicates that the report reflects the company's holdings at the end of the third quarter of 2026. Details regarding specific holdings were not available in the SEC filing.
This update may affect various stakeholders, including clients, investors, and other firms within the investment management industry. Competitors may analyze Cypress's reported holdings to identify market trends and investment opportunities.
The filing does not say what happens next.
Company Details
Cypress Wealth Services, LLC is incorporated in California and has an Employer Identification Number (EIN) of 822079022. The firm operates with a fiscal year ending on December 31st. This information is crucial for understanding the regulatory and operational framework within which the company functions.
Filing Specifics
The 13F-HR filing was accepted on October 21, 2026, at 16:53:16, indicating a timely submission aligned with regulatory deadlines. The filing consists of two documents, including an information table that typically details the specific securities held by the firm, although the exact contents of these holdings were not disclosed in the filing.
Contact Information
Cypress Wealth Services maintains its business and mailing address at 74150 Country Club Drive, Palm Desert, CA 92260. They can be reached by phone at (760) 834-7250, providing a direct line for inquiries from clients or stakeholders.
"The filing does not provide details on specific investment holdings or strategies employed by Cypress Wealth Services, LLC."