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Heritage Wealth Management, Inc. /CA/: CSCO position timeline

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

Heritage Wealth Management, Inc. /CA/ held 5,928 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,928 shares
    Change vs previous 13F +69 shares

    0.35% of the 13F portfolio, value $696,247.

    13F-HR 0001420506-26-001271 filed by Heritage Wealth Management, Inc. /CA/
    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 5,859 shares
    Change vs previous 13F -59 shares

    0.25% of the 13F portfolio, value $454,563.

    13F-HR 0001420506-26-000911 filed by Heritage Wealth Management, Inc. /CA/
    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 5,918 shares
    Change vs previous 13F -1,092 shares

    0.3% of the 13F portfolio, value $455,829.

    13F-HR 0001420506-26-000168 filed by Heritage Wealth Management, Inc. /CA/
    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 7,010 shares
    Change vs previous 13F -550 shares

    0.33% of the 13F portfolio, value $479,637.

    13F-HR 0001420506-25-003005 filed by Heritage Wealth Management, Inc. /CA/
    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 7,560 shares
    Change vs previous 13F +271 shares

    0.4% of the 13F portfolio, value $524,480.

    13F-HR 0001941040-25-000364 filed by Heritage Wealth Management, Inc. /CA/
    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 7,289 shares
    Change vs previous 13F -213 shares

    0.38% of the 13F portfolio, value $449,775.

    13F-HR 0001941040-25-000247 filed by Heritage Wealth Management, Inc. /CA/
    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 7,502 shares
    Change vs previous 13F +10 shares

    0.38% of the 13F portfolio, value $444,090.

    13F-HR 0001941040-25-000121 filed by Heritage Wealth Management, Inc. /CA/
    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 7,492 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $398,699.

    13F-HR 0001941040-24-000442 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

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