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IVC Wealth Advisors LLC: CSCO position timeline

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

IVC Wealth Advisors LLC held 17,074 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,074 shares
    Change vs previous 13F -203 shares

    0.78% of the 13F portfolio, value $2,005,512.

    13F-HR 0001842811-26-000003 filed by IVC 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 17,277 shares
    Change vs previous 13F +31 shares

    0.58% of the 13F portfolio, value $1,340,522.

    13F-HR 0001842811-26-000002 filed by IVC 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 17,246 shares
    Change vs previous 13F +55 shares

    0.58% of the 13F portfolio, value $1,328,459.

    13F-HR 0001842811-26-000001 filed by IVC 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 17,191 shares
    Change vs previous 13F +584 shares

    0.53% of the 13F portfolio, value $1,176,208.

    13F-HR 0001842811-25-000003 filed by IVC 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 16,607 shares
    Change vs previous 13F -213 shares

    0.56% of the 13F portfolio, value $1,152,194.

    13F-HR 0001667731-25-000915 filed by IVC 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 16,820 shares
    Change vs previous 13F -103 shares

    0.56% of the 13F portfolio, value $1,037,962.

    13F-HR 0001667731-25-000382 filed by IVC 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 16,923 shares
    Change vs previous 13F -1,200 shares

    0.56% of the 13F portfolio, value $1,001,842.

    13F-HR 0001667731-25-000042 filed by IVC 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 18,123 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $964,506.

    13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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