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EP Wealth Advisors, LLC: CSCO position timeline

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

EP Wealth Advisors, LLC held 1,034,410 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,034,410 shares
    Change vs previous 13F -7,073 shares

    0.46% of the 13F portfolio, value $121,501,741.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 1,041,483 shares
    Change vs previous 13F -12,286 shares

    0.4% of the 13F portfolio, value $80,808,650.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 1,053,769 shares
    Change vs previous 13F -87,238 shares

    0.42% of the 13F portfolio, value $81,171,792.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,141,007 shares
    Change vs previous 13F -39,250 shares

    0.52% of the 13F portfolio, value $79,163,054.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,180,257 shares
    Change vs previous 13F -50,187 shares

    0.58% of the 13F portfolio, value $72,833,647.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,230,444 shares
    Change vs previous 13F -114,760 shares

    0.59% of the 13F portfolio, value $72,842,259.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,345,204 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $71,591,756.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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