Current Market Value 87,394,000
Current Holdings 80
Most Recent File Date 2019-05-17
Total Filings on Record 17
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Cypress Wealth Advisors LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2019-05-17 2019-03-31 13F-HR 80 87,394
2019-02-14 2018-12-31 13F-HR 78 72,787
2018-11-14 2018-09-30 13F-HR 84 95,109
2018-08-14 2018-06-30 13F-HR 81 92,373
2018-05-16 2018-03-31 13F-HR 78 92,268
2018-02-14 2017-12-31 13F-HR 85 104,312
2017-11-15 2017-09-30 13F-HR 63 61,879
2017-08-15 2017-06-30 13F-HR 84 85,654
2017-05-16 2017-03-31 13F-HR 218 219,154
2017-02-15 2016-12-31 13F-HR 208 219,013
2016-11-15 2016-09-30 13F-HR 207 221,769
2016-08-16 2016-06-30 13F-HR 192 202,438
2016-05-12 2016-03-31 13F-HR 202 218,492
2016-02-12 2015-12-31 13F-HR 189 197,386
2015-11-16 2015-09-30 13F-HR 183 184,833
2015-08-24 2015-06-30 13F-HR/A 1 N 149 170,947
2015-08-17 2015-06-30 13F-HR 87 126,472