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Crown Wealth Group, LLC: CSCO position timeline

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

Crown Wealth Group, LLC held 5,719 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,719 shares
    Change vs previous 13F -48 shares

    0.17% of the 13F portfolio, value $671,754.

    13F-HR 0002085853-26-000791 filed by Crown Wealth Group, LLC
    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 5,767 shares
    Change vs previous 13F +3 shares

    0.13% of the 13F portfolio, value $447,462.

    13F-HR 0002085853-26-000447 filed by Crown Wealth Group, LLC
    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 5,764 shares
    Change vs previous 13F +510 shares

    0.12% of the 13F portfolio, value $444,001.

    13F-HR 0002085853-26-000126 filed by Crown Wealth Group, LLC
    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 5,254 shares
    Change vs previous 13F +207 shares

    0.11% of the 13F portfolio, value $359,479.

    13F-HR 0002085853-25-000126 filed by Crown Wealth Group, LLC
    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 5,047 shares
    Change vs previous 13F +1,052 shares

    0.13% of the 13F portfolio, value $350,161.

    13F-HR 0001667731-25-000836 filed by Crown Wealth Group, LLC
    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 3,995 shares
    Change vs previous 13F +201 shares

    0.13% of the 13F portfolio, value $246,531.

    13F-HR 0001667731-25-000523 filed by Crown Wealth Group, LLC
    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 3,794 shares
    Change vs previous 13F -477 shares

    0.09% of the 13F portfolio, value $224,605.

    13F-HR 0001667731-25-000203 filed by Crown Wealth Group, LLC
    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 4,271 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $227,303.

    13F-HR 0001845698-24-000005 filed by Crown Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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