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Cyndeo Wealth Partners, LLC: CSCO position timeline

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

Cyndeo Wealth Partners, LLC held 142,072 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 142,072 shares
    Change vs previous 13F +8,245 shares

    0.79% of the 13F portfolio, value $16,687,775.

    13F-HR 0001950947-26-000003 filed by Cyndeo Wealth Partners, 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 133,827 shares
    Change vs previous 13F +104,786 shares

    0.55% of the 13F portfolio, value $10,383,663.

    13F-HR 0001950947-26-000002 filed by Cyndeo Wealth Partners, 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 29,041 shares
    Change vs previous 13F -2,035 shares

    0.12% of the 13F portfolio, value $2,237,061.

    13F-HR 0001950947-26-000001 filed by Cyndeo Wealth Partners, 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 31,076 shares
    Change vs previous 13F +3,779 shares

    0.12% of the 13F portfolio, value $2,126,199.

    13F-HR 0001950947-25-000006 filed by Cyndeo Wealth Partners, 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 27,297 shares
    Change vs previous 13F +12,949 shares

    0.11% of the 13F portfolio, value $1,893,900.

    13F-HR 0001950947-25-000004 filed by Cyndeo Wealth Partners, 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 14,348 shares
    Change vs previous 13F -373 shares

    0.06% of the 13F portfolio, value $885,396.

    13F-HR 0001950947-25-000002 filed by Cyndeo Wealth Partners, 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 14,721 shares
    Change vs previous 13F -3,290 shares

    0.06% of the 13F portfolio, value $871,509.

    13F-HR 0001950947-25-000001 filed by Cyndeo Wealth Partners, 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 18,011 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $958,522.

    13F-HR 0001950947-24-000004 filed by Cyndeo Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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