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Heritage Wealth Management, Inc.: CSCO position timeline

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

Heritage Wealth Management, Inc. held 54,397 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,397 shares
    Change vs previous 13F -2,906 shares

    1.59% of the 13F portfolio, value $6,389,424.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    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 57,303 shares
    Change vs previous 13F -665 shares

    2.2% of the 13F portfolio, value $4,446,108.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    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 57,968 shares
    Change vs previous 13F -888 shares

    1.24% of the 13F portfolio, value $4,465,309.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    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 58,856 shares
    Change vs previous 13F -158 shares

    1.18% of the 13F portfolio, value $4,026,944.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    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 59,014 shares
    Change vs previous 13F -1,357 shares

    1.33% of the 13F portfolio, value $4,094,392.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    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 60,371 shares
    Change vs previous 13F -469 shares

    1.27% of the 13F portfolio, value $3,725,524.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    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 60,840 shares
    Change vs previous 13F -159 shares

    1.2% of the 13F portfolio, value $3,601,737.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    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 60,999 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $3,246,352.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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