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Centric Wealth Management: CSCO position timeline

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

Centric Wealth Management held 11,358 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,358 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,052,051.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 11,358 shares
    Change vs previous 13F -1,089 shares

    0.21% of the 13F portfolio, value $1,052,051.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 12,447 shares
    Change vs previous 13F +3,614 shares

    0.21% of the 13F portfolio, value $1,003,724.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 8,833 shares
    Change vs previous 13F +135 shares

    0.14% of the 13F portfolio, value $645,763.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 8,698 shares
    Change vs previous 13F +1,634 shares

    0.15% of the 13F portfolio, value $624,458.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 7,064 shares
    Change vs previous 13F +804 shares

    0.11% of the 13F portfolio, value $435,896.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 6,260 shares
    Change vs previous 13F +1,317 shares

    0.1% of the 13F portfolio, value $370,596.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,943 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $286,055.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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