Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-000207
Filing Date
2025-01-15
Accepted
2025-01-14 20:30:46
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-15

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1978
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 169325
  Complete submission text file 0001085146-25-000207.txt   172536
Mailing Address 74150 COUNTRY CLUB DRIVE PALM DESERT CA 92260
Business Address 74150 COUNTRY CLUB DRIVE PALM DESERT CA 92260 (760) 834-7250
Cypress Wealth Services, LLC (Filer) CIK: 0001721527 (see all company filings)

EIN.: 822079022 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-18257 | Film No.: 25530714