AE Wealth Management LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on CSCO, newest first. How the timeline and the estimate are built.
AE Wealth Management LLC held 1,258,651 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 1,258,651 sharesChange vs previous 13F -198,589 shares
0.69% of the 13F portfolio, value $147,840,733.
13F-HR 0001697723-26-000007 filed by AE 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 1,457,240 sharesChange vs previous 13F +125,697 shares
0.61% of the 13F portfolio, value $113,067,239.
13F-HR 0001697723-26-000006 filed by AE 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 1,331,543 sharesChange vs previous 13F +140,532 shares
0.59% of the 13F portfolio, value $102,568,840.
13F-HR 0001697723-26-000001 filed by AE 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 1,191,011 sharesChange vs previous 13F +142,259 shares
0.52% of the 13F portfolio, value $81,488,821.
13F-HR 0001697723-25-000007 filed by AE 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 1,048,752 sharesChange vs previous 13F +68,951 shares
0.53% of the 13F portfolio, value $72,762,513.
13F-HR 0001697723-25-000004 filed by AE 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 979,801 sharesChange vs previous 13F +46,972 shares
0.51% of the 13F portfolio, value $60,463,393.
13F-HR 0001697723-25-000003 filed by AE 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 932,829 sharesChange vs previous 13F +46,371 shares
0.47% of the 13F portfolio, value $55,223,484.
13F-HR 0001697723-25-000001 filed by AE 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 886,458 sharesChange vs previous 13F not available
0.43% of the 13F portfolio, value $47,177,346.
13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).