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Heartwood Wealth Advisors LLC: CSCO position timeline

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

Heartwood Wealth Advisors LLC held 7,897 CSCO shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,897 shares
    Change vs previous 13F +712 shares

    0.07% of the 13F portfolio, value $849,954.

    13F-HR 0001794935-26-000014 filed by Heartwood Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,185 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $843,950.

    13F-HR 0001794935-26-000012 filed by Heartwood 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 ended2026-03-31
    13F 7,175 shares
    Change vs previous 13F -45 shares

    0.05% of the 13F portfolio, value $556,708.

    13F-HR 0001794935-26-000011 filed by Heartwood 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 ended2025-12-31
    13F 7,220 shares
    Change vs previous 13F -17,243 shares

    0.05% of the 13F portfolio, value $556,157.

    13F-HR 0001794935-26-000010 filed by Heartwood 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 ended2025-09-30
    13F 24,463 shares
    Change vs previous 13F +1,058 shares

    0.16% of the 13F portfolio, value $1,673,758.

    13F-HR 0001794935-25-000007 filed by Heartwood 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 ended2025-06-30
    13F 23,405 shares
    Change vs previous 13F +1,473 shares

    0.17% of the 13F portfolio, value $1,623,839.

    13F-HR 0001794935-25-000005 filed by Heartwood 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 ended2025-03-31
    13F 21,932 shares
    Change vs previous 13F -1,146 shares

    0.15% of the 13F portfolio, value $1,353,424.

    13F-HR 0001794935-25-000003 filed by Heartwood 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 ended2024-12-31
    13F 23,078 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,366,218.

    13F-HR 0001794935-25-000002 filed by Heartwood Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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