Skip to content
Disclosery

1858 WEALTH MANAGEMENT, LLC: CSCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1858 WEALTH MANAGEMENT, LLC on CSCO, newest first. How the timeline and the estimate are built.

1858 WEALTH MANAGEMENT, LLC held 36,250 CSCO shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 36,250 shares
    Change vs previous 13F +1,374 shares

    1.74% of the 13F portfolio, value $2,480,225.

    13F-HR 0001951757-25-001435 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 34,876 shares
    Change vs previous 13F +1,022 shares

    1.78% of the 13F portfolio, value $2,419,697.

    13F-HR 0001951757-25-000950 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 33,854 shares
    Change vs previous 13F +14,198 shares

    1.77% of the 13F portfolio, value $2,089,130.

    13F-HR 0001951757-25-000415 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 19,656 shares
    Change vs previous 13F +2,420 shares

    0.92% of the 13F portfolio, value $1,163,635.

    13F-HR 0001951757-25-000131 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 17,236 shares
    Change vs previous 13F -720 shares

    0.75% of the 13F portfolio, value $917,300.

    13F-HR 0001951757-24-001079 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 17,956 shares
    Change vs previous 13F -1,234 shares

    0.71% of the 13F portfolio, value $853,090.

    13F-HR 0001951757-24-000525 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 19,190 shares
    Change vs previous 13F 0 shares

    0.92% of the 13F portfolio, value $969,479.

    13F-HR 0001951757-24-000265 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 19,190 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $969,479.

    13F-HR 0001951757-24-000250 filed by 1858 WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).