Avantax Planning Partners, Inc.: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on CSCO, newest first. How the timeline and the estimate are built.
Avantax Planning Partners, Inc. held 137,106 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 137,106 sharesChange vs previous 13F -3,096 shares
0.4% of the 13F portfolio, value $16,104,506.
13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 140,202 sharesChange vs previous 13F -4,110 shares
0.3% of the 13F portfolio, value $10,878,291.
13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 144,312 sharesChange vs previous 13F -1,166 shares
0.31% of the 13F portfolio, value $11,116,361.
13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 145,478 sharesChange vs previous 13F +799 shares
0.29% of the 13F portfolio, value $9,953,612.
13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 144,679 sharesChange vs previous 13F +3,581 shares
0.32% of the 13F portfolio, value $10,037,858.
13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 141,098 sharesChange vs previous 13F -10,888 shares
0.31% of the 13F portfolio, value $8,707,179.
13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 151,986 sharesChange vs previous 13F +1,771 shares
0.32% of the 13F portfolio, value $8,997,569.
13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 150,215 sharesChange vs previous 13F not available
0.29% of the 13F portfolio, value $7,994,455.
13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).