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Asset Planning,Inc: CSCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Planning,Inc on CSCO, newest first. How the timeline and the estimate are built.

Asset Planning,Inc held 10,139 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,139 shares
    Change vs previous 13F +18 shares

    0.77% of the 13F portfolio, value $1,190,879.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 10,121 shares
    Change vs previous 13F +237 shares

    0.56% of the 13F portfolio, value $785,287.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 9,884 shares
    Change vs previous 13F -211 shares

    0.53% of the 13F portfolio, value $761,378.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 10,095 shares
    Change vs previous 13F +72 shares

    0.5% of the 13F portfolio, value $690,693.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 10,023 shares
    Change vs previous 13F -173 shares

    0.52% of the 13F portfolio, value $695,384.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 10,196 shares
    Change vs previous 13F -226 shares

    0.49% of the 13F portfolio, value $629,212.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,422 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $617,011.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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