HB Wealth Management, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HB Wealth Management, LLC on CSCO, newest first. How the timeline and the estimate are built.
HB Wealth Management, LLC held 414,289 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 414,289 sharesChange vs previous 13F -8,084 shares
0.27% of the 13F portfolio, value $48,662,400.
13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 422,373 sharesChange vs previous 13F +1,776 shares
0.21% of the 13F portfolio, value $32,771,987.
13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 420,597 sharesChange vs previous 13F +9,856 shares
0.21% of the 13F portfolio, value $32,398,592.
13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 410,741 sharesChange vs previous 13F +36,051 shares
0.19% of the 13F portfolio, value $28,102,954.
13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 374,690 sharesChange vs previous 13F -12,156 shares
0.21% of the 13F portfolio, value $25,996,039.
13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 386,846 sharesChange vs previous 13F +62,100 shares
0.2% of the 13F portfolio, value $23,872,270.
13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 324,746 sharesChange vs previous 13F +8,275 shares
0.2% of the 13F portfolio, value $19,225,000.
13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 316,471 sharesChange vs previous 13F not available
0.18% of the 13F portfolio, value $16,842,588.
13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).