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Disclosery

Marcum Wealth, LLC: CSCO position timeline

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

Marcum Wealth, LLC held 18,555 CSCO shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 18,555 shares
    Change vs previous 13F +1,629 shares

    0.1% of the 13F portfolio, value $1,145,006.

    13F-HR 0001784450-25-000004 filed by Marcum 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 ended2024-12-31
    13F 16,926 shares
    Change vs previous 13F -3,701 shares

    0.09% of the 13F portfolio, value $1,002,021.

    13F-HR 0001784450-25-000001 filed by Marcum 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 ended2024-09-30
    13F 20,627 shares
    Change vs previous 13F -1,818 shares

    0.1% of the 13F portfolio, value $1,097,748.

    13F-HR 0001784450-24-000006 filed by Marcum 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 ended2024-06-30
    13F 22,445 shares
    Change vs previous 13F -1,901 shares

    0.11% of the 13F portfolio, value $1,066,348.

    13F-HR 0001784450-24-000004 filed by Marcum 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 ended2024-03-31
    13F 24,346 shares
    Change vs previous 13F +943 shares

    0.12% of the 13F portfolio, value $1,215,105.

    13F-HR 0001784450-24-000003 filed by Marcum 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 ended2023-12-31
    13F 23,403 shares
    Change vs previous 13F +1,276 shares

    0.13% of the 13F portfolio, value $1,182,342.

    13F-HR 0001784450-24-000001 filed by Marcum 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 ended2023-09-30
    13F 22,127 shares
    Change vs previous 13F -2,582 shares

    0.14% of the 13F portfolio, value $1,189,546.

    13F-HR 0001784450-23-000005 filed by Marcum 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 ended2023-06-30
    13F 24,709 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,278,423.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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