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Modera Wealth Management, LLC: CSCO position timeline

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

Modera Wealth Management, LLC held 654,119 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 654,119 shares
    Change vs previous 13F -88,417 shares

    0.82% of the 13F portfolio, value $76,832,826.

    13F-HR 0001398344-26-013292 filed by Modera 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 742,536 shares
    Change vs previous 13F -21,256 shares

    0.69% of the 13F portfolio, value $57,613,339.

    13F-HR 0001398344-26-008552 filed by Modera 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 763,792 shares
    Change vs previous 13F -30,210 shares

    0.68% of the 13F portfolio, value $58,834,866.

    13F-HR 0001398344-26-000944 filed by Modera 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 794,002 shares
    Change vs previous 13F -21,081 shares

    0.63% of the 13F portfolio, value $54,325,649.

    13F-HR 0001398344-25-020069 filed by Modera 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 815,083 shares
    Change vs previous 13F -10,344 shares

    0.7% of the 13F portfolio, value $56,550,458.

    13F-HR 0001398344-25-014578 filed by Modera 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 825,427 shares
    Change vs previous 13F -23,163 shares

    0.69% of the 13F portfolio, value $50,937,129.

    13F-HR 0001398344-25-008976 filed by Modera 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 848,590 shares
    Change vs previous 13F -4,535 shares

    0.61% of the 13F portfolio, value $50,236,550.

    13F-HR 0001398344-25-002046 filed by Modera 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 853,125 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $45,403,329.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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