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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

  1. period ended2026-06-30
    13F 414,289 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 422,373 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 420,597 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 410,741 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 374,690 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 386,846 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 324,746 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 316,471 shares
    Change 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), ingested

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