LAKE STREET PRIVATE WEALTH, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LAKE STREET PRIVATE WEALTH, LLC on CSCO, newest first. How the timeline and the estimate are built.
LAKE STREET PRIVATE WEALTH, LLC held 9,758 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 9,758 sharesChange vs previous 13F -724 shares
0.13% of the 13F portfolio, value $1,146,271.
13F-HR 0001772031-26-000003 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,482 sharesChange vs previous 13F -6,852 shares
0.1% of the 13F portfolio, value $813,263.
13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,334 sharesChange vs previous 13F -457 shares
0.16% of the 13F portfolio, value $1,335,226.
13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,791 sharesChange vs previous 13F +673 shares
0.16% of the 13F portfolio, value $1,217,272.
13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 17,118 sharesChange vs previous 13F +6,009 shares
0.17% of the 13F portfolio, value $1,187,670.
13F-HR 0001772031-25-000003 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,109 sharesChange vs previous 13F -113 shares
0.11% of the 13F portfolio, value $685,522.
13F-HR 0001772031-25-000002 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,222 sharesChange vs previous 13F -1,063 shares
0.11% of the 13F portfolio, value $664,340.
13F-HR 0001772031-25-000001 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 12,285 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $653,806.
13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).