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Disclosery

Falcon Wealth Planning: CSCO position timeline

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

Falcon Wealth Planning held 7,283 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,283 shares
    Change vs previous 13F -239 shares

    0.05% of the 13F portfolio, value $855,506.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 7,522 shares
    Change vs previous 13F +1,033 shares

    0.04% of the 13F portfolio, value $583,631.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 6,489 shares
    Change vs previous 13F +786 shares

    0.04% of the 13F portfolio, value $499,812.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 5,703 shares
    Change vs previous 13F +136 shares

    0.04% of the 13F portfolio, value $390,223.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 5,567 shares
    Change vs previous 13F -76 shares

    0.04% of the 13F portfolio, value $386,227.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 5,643 shares
    Change vs previous 13F +147 shares

    0.04% of the 13F portfolio, value $348,234.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 5,496 shares
    Change vs previous 13F -663 shares

    0.04% of the 13F portfolio, value $325,336.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 6,159 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $327,795.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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