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9258 Wealth Management, LLC: CSCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 9258 Wealth Management, LLC on CSCO, newest first. How the timeline and the estimate are built.

9258 Wealth Management, LLC held 50,889 CSCO shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 50,889 shares
    Change vs previous 13F -1,071 shares

    0.4% of the 13F portfolio, value $2,708,289.

    13F-HR 0001765380-24-000439 filed by 9258 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 ended2024-06-30
    13F 51,960 shares
    Change vs previous 13F +327 shares

    0.38% of the 13F portfolio, value $2,468,637.

    13F-HR 0001765380-24-000258 filed by 9258 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 ended2024-03-31
    13F 51,633 shares
    Change vs previous 13F +987 shares

    0.4% of the 13F portfolio, value $2,577,027.

    13F-HR 0001765380-24-000182 filed by 9258 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 ended2023-12-31
    13F/A 50,646 shares
    Change vs previous 13F -3,496 shares

    0.45% of the 13F portfolio, value $2,558,644.

    13F-HR/A 0001765380-24-000083 filed by 9258 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 ended2023-09-30
    13F 54,142 shares
    Change vs previous 13F +764 shares

    0.57% of the 13F portfolio, value $2,910,697.

    13F-HR 0001765380-23-000219 filed by 9258 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 ended2023-06-30
    13F 53,378 shares
    Change vs previous 13F -165 shares

    0.52% of the 13F portfolio, value $2,761,793.

    13F-HR 0001765380-23-000157 filed by 9258 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 ended2023-03-31
    13F 53,543 shares
    Change vs previous 13F +717 shares

    0.57% of the 13F portfolio, value $2,798,966.

    13F-HR 0001765380-23-000081 filed by 9258 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 ended2022-12-31
    13F 52,826 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,516,645.

    13F-HR 0001765380-23-000003 filed by 9258 Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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