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Modern Wealth Management, LLC: CSCO position timeline

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

Modern Wealth Management, LLC held 123,608 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,608 shares
    Change vs previous 13F +13,366 shares

    0.17% of the 13F portfolio, value $14,518,951.

    13F-HR 0002001900-26-000007 filed by Modern 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 110,242 shares
    Change vs previous 13F +985 shares

    0.15% of the 13F portfolio, value $8,591,100.

    13F-HR 0002001900-26-000006 filed by Modern 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 109,257 shares
    Change vs previous 13F +6,236 shares

    0.15% of the 13F portfolio, value $8,416,046.

    13F-HR 0002001900-26-000001 filed by Modern 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 103,021 shares
    Change vs previous 13F +6,727 shares

    0.14% of the 13F portfolio, value $7,048,732.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 96,294 shares
    Change vs previous 13F +271 shares

    0.17% of the 13F portfolio, value $6,680,957.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 96,023 shares
    Change vs previous 13F +37,320 shares

    0.19% of the 13F portfolio, value $5,925,547.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 58,703 shares
    Change vs previous 13F +25,512 shares

    0.13% of the 13F portfolio, value $3,475,239.

    13F-HR/A 0002001900-25-000017 filed by Modern 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/A 33,191 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,766,451.

    13F-HR/A 0002001900-25-000015 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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