Accurate Wealth Management, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on CSCO, newest first. How the timeline and the estimate are built.
Accurate Wealth Management, LLC held 36,272 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 36,272 sharesChange vs previous 13F -682 shares
0.42% of the 13F portfolio, value $4,398,952.
13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 36,954 sharesChange vs previous 13F -1,435 shares
0.37% of the 13F portfolio, value $3,038,902.
13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,389 sharesChange vs previous 13F -787 shares
0.36% of the 13F portfolio, value $2,836,235.
13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,176 sharesChange vs previous 13F -8,257 shares
0.36% of the 13F portfolio, value $2,689,322.
13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 47,433 sharesChange vs previous 13F -1,833 shares
0.5% of the 13F portfolio, value $3,261,642.
13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 49,266 sharesChange vs previous 13F -1,210 shares
0.54% of the 13F portfolio, value $2,824,170.
13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 50,476 sharesChange vs previous 13F +303 shares
0.57% of the 13F portfolio, value $2,965,104.
13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50,173 sharesChange vs previous 13F not available
0.55% of the 13F portfolio, value $2,713,339.
13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).