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Heritage Wealth Advisors: CSCO position timeline

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

Heritage Wealth Advisors held 17,010 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,010 shares
    Change vs previous 13F +738 shares

    0.07% of the 13F portfolio, value $1,997,995.

    13F-HR 0001591122-26-000008 filed by Heritage Wealth Advisors
    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 16,272 shares
    Change vs previous 13F -3,889 shares

    0.05% of the 13F portfolio, value $1,262,544.

    13F-HR 0001591122-26-000003 filed by Heritage Wealth Advisors
    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 20,161 shares
    Change vs previous 13F -965 shares

    0.06% of the 13F portfolio, value $1,553,002.

    13F-HR 0001591122-26-000002 filed by Heritage Wealth Advisors
    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 21,126 shares
    Change vs previous 13F -75 shares

    0.06% of the 13F portfolio, value $1,445,441.

    13F-HR 0001591122-25-000010 filed by Heritage Wealth Advisors
    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 21,201 shares
    Change vs previous 13F -107 shares

    0.07% of the 13F portfolio, value $1,470,925.

    13F-HR 0001591122-25-000007 filed by Heritage Wealth Advisors
    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 21,308 shares
    Change vs previous 13F +43 shares

    0.07% of the 13F portfolio, value $1,314,925.

    13F-HR 0001591122-25-000004 filed by Heritage Wealth Advisors
    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 21,265 shares
    Change vs previous 13F -242 shares

    0.06% of the 13F portfolio, value $1,258,888.

    13F-HR 0001591122-25-000002 filed by Heritage Wealth Advisors
    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 21,507 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,144,603.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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