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Icon Wealth Advisors, LLC: CSCO position timeline

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

Icon Wealth Advisors, LLC held 73,185 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,185 shares
    Change vs previous 13F -3,925 shares

    0.52% of the 13F portfolio, value $8,596,254.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, LLC
    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 77,110 shares
    Change vs previous 13F +10,155 shares

    0.45% of the 13F portfolio, value $6,906,715.

    13F-HR 0001963212-26-000002 filed by Icon 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 ended2025-12-31
    13F 66,955 shares
    Change vs previous 13F +1,573 shares

    0.34% of the 13F portfolio, value $5,157,616.

    13F-HR 0001963212-26-000001 filed by Icon 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 ended2025-09-30
    13F 65,382 shares
    Change vs previous 13F +10,642 shares

    0.3% of the 13F portfolio, value $4,473,411.

    13F-HR 0001963212-25-000007 filed by Icon 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 ended2025-06-30
    13F 54,740 shares
    Change vs previous 13F +4,646 shares

    0.27% of the 13F portfolio, value $3,797,863.

    13F-HR 0001963212-25-000004 filed by Icon 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 ended2025-03-31
    13F 50,094 shares
    Change vs previous 13F +248 shares

    0.25% of the 13F portfolio, value $3,091,309.

    13F-HR 0001963212-25-000003 filed by Icon 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 ended2024-12-31
    13F 49,846 shares
    Change vs previous 13F +34 shares

    0.24% of the 13F portfolio, value $2,950,903.

    13F-HR 0001963212-25-000002 filed by Icon 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 ended2024-09-30
    13F/A 49,812 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,650,991.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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