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Disclosery

Live Oak Private Wealth LLC: CSCO position timeline

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

Live Oak Private Wealth LLC held 134,418 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,418 shares
    Change vs previous 13F -8,540 shares

    1.97% of the 13F portfolio, value $15,788,713.

    13F-HR 0001398344-26-012327 filed by Live Oak Private Wealth 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 142,958 shares
    Change vs previous 13F -3,773 shares

    1.55% of the 13F portfolio, value $11,092,089.

    13F-HR 0001398344-26-006713 filed by Live Oak Private Wealth 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 146,731 shares
    Change vs previous 13F -618 shares

    1.54% of the 13F portfolio, value $11,302,344.

    13F-HR 0001398344-26-001078 filed by Live Oak Private Wealth 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 147,349 shares
    Change vs previous 13F +2,793 shares

    1.4% of the 13F portfolio, value $10,081,605.

    13F-HR 0001398344-25-019258 filed by Live Oak Private Wealth 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 144,556 shares
    Change vs previous 13F +2,031 shares

    1.5% of the 13F portfolio, value $10,029,309.

    13F-HR 0001398344-25-014372 filed by Live Oak Private Wealth 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 142,525 shares
    Change vs previous 13F +725 shares

    1.43% of the 13F portfolio, value $8,795,232.

    13F-HR 0001398344-25-007477 filed by Live Oak Private Wealth 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 141,800 shares
    Change vs previous 13F -967 shares

    1.41% of the 13F portfolio, value $8,394,543.

    13F-HR 0001398344-25-001194 filed by Live Oak Private Wealth 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 142,767 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $7,598,052.

    13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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