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EXENCIAL WEALTH ADVISORS, LLC: CSCO position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 199,426 CSCO shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 199,426 shares
    Change vs previous 13F -6,607 shares

    0.48% of the 13F portfolio, value $15,473,483.

    13F-HR 0001576151-26-000006 filed by EXENCIAL 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 ended2025-12-31
    13F 206,033 shares
    Change vs previous 13F +56,147 shares

    0.5% of the 13F portfolio, value $15,870,717.

    13F-HR 0001576151-26-000003 filed by EXENCIAL 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 ended2025-09-30
    13F 149,886 shares
    Change vs previous 13F +3,706 shares

    0.33% of the 13F portfolio, value $10,255,233.

    13F-HR 0001576151-25-000022 filed by EXENCIAL 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 146,180 shares
    Change vs previous 13F -4,340 shares

    0.36% of the 13F portfolio, value $10,142,001.

    13F-HR 0001576151-25-000014 filed by EXENCIAL 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 150,520 shares
    Change vs previous 13F +113,119 shares

    0.34% of the 13F portfolio, value $9,288,617.

    13F-HR 0001576151-25-000010 filed by EXENCIAL 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 37,401 shares
    Change vs previous 13F +214 shares

    0.08% of the 13F portfolio, value $2,214,159.

    13F-HR 0001576151-25-000004 filed by EXENCIAL 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 37,187 shares
    Change vs previous 13F -8,826 shares

    0.07% of the 13F portfolio, value $1,979,103.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 46,013 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,186,067.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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