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Lakeridge Wealth Management LLC: CSCO position timeline

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

Lakeridge Wealth Management LLC held 5,830 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 5,830 shares
    Change vs previous 13F +263 shares

    0.25% of the 13F portfolio, value $684,755.

    13F-HR 0001951757-26-000993 filed by Lakeridge Wealth Management 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 5,567 shares
    Change vs previous 13F +133 shares

    0.19% of the 13F portfolio, value $431,919.

    13F-HR 0001951757-26-000537 filed by Lakeridge Wealth Management 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 5,434 shares
    Change vs previous 13F +240 shares

    0.19% of the 13F portfolio, value $418,552.

    13F-HR 0001951757-26-000015 filed by Lakeridge Wealth Management 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 5,194 shares
    Change vs previous 13F -10 shares

    0.16% of the 13F portfolio, value $355,372.

    13F-HR 0001951757-25-001153 filed by Lakeridge Wealth Management 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 5,204 shares
    Change vs previous 13F +54 shares

    0.17% of the 13F portfolio, value $361,056.

    13F-HR 0001951757-25-001046 filed by Lakeridge Wealth Management 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 5,150 shares
    Change vs previous 13F +473 shares

    0.16% of the 13F portfolio, value $317,834.

    13F-HR 0001951757-25-000380 filed by Lakeridge Wealth Management 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 4,677 shares
    Change vs previous 13F +49 shares

    0.14% of the 13F portfolio, value $276,853.

    13F-HR 0001951757-25-000157 filed by Lakeridge Wealth Management 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 4,628 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $246,288.

    13F-HR 0001951757-24-000981 filed by Lakeridge Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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