Curated Wealth Partners LLC: CSCO position timeline

Curated Wealth Partners LLC held 5,816 CSCO shares at 2026-06-30 per its 13F-HR/A filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 5,816 shares

   Change vs previous 13F +1,214 shares

   0.08% of the 13F portfolio, value $683,147.

   13F-HR/A 0001085146-26-000609 filed by Curated Wealth Partners LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 4,602 shares

   Change vs previous 13F -398 shares

   0.04% of the 13F portfolio, value $357,068.

   13F-HR 0001085146-26-000338 filed by Curated Wealth Partners LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,000 shares

   Change vs previous 13F +5,000 shares

   0.04% of the 13F portfolio, value $385,149.

   13F-HR 0001085146-26-000066 filed by Curated Wealth Partners LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-06-30

   13F 0 shares

   Change vs previous 13F -3,959 shares

   13F-HR 0001085146-25-004199 filed by Curated Wealth Partners LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2025-03-31

   13F 3,959 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $244,311.

   13F-HR 0001085146-25-002091 filed by Curated Wealth Partners LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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