HERITAGE OAK WEALTH ADVISORS LLC: CSCO position timeline

HERITAGE OAK WEALTH ADVISORS LLC held 2,620 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 2,620 shares

   Change vs previous 13F -105 shares

   0.09% of the 13F portfolio, value $307,731.

   13F-HR 0002035533-26-000003 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 2,725 shares

   Change vs previous 13F +2,725 shares

   0.07% of the 13F portfolio, value $211,418.

   13F-HR 0002035533-26-000002 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -3,680 shares

   13F-HR 0002036775-25-000004 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 3,680 shares

   Change vs previous 13F -180 shares

   0.1% of the 13F portfolio, value $217,856.

   13F-HR 0002035533-25-000001 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 3,860 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $205,429.

   13F-HR 0002035324-24-000005 filed by HERITAGE OAK WEALTH ADVISORS LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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