NORTHCAPE WEALTH MANAGEMENT, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NORTHCAPE WEALTH MANAGEMENT, LLC on CSCO, newest first. How the timeline and the estimate are built.
NORTHCAPE WEALTH MANAGEMENT, LLC held 41,126 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 41,126 sharesChange vs previous 13F -17,455 shares
1.27% of the 13F portfolio, value $4,830,655.
13F-HR 0001902806-26-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 58,581 sharesChange vs previous 13F 0 shares
1.24% of the 13F portfolio, value $4,545,270.
13F-HR 0001902806-26-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 58,581 sharesChange vs previous 13F -616 shares
1.28% of the 13F portfolio, value $4,512,522.
13F-HR 0001902806-26-000001 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 59,197 sharesChange vs previous 13F +270 shares
1.18% of the 13F portfolio, value $4,050,270.
13F-HR 0001902806-25-000007 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 58,927 sharesChange vs previous 13F -308 shares
1.25% of the 13F portfolio, value $4,088,374.
13F-HR 0001902806-25-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 59,235 sharesChange vs previous 13F -102 shares
1.18% of the 13F portfolio, value $3,655,391.
13F-HR 0001902806-25-000003 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 59,337 sharesChange vs previous 13F -28 shares
1.14% of the 13F portfolio, value $3,512,726.
13F-HR 0001902806-25-000001 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 59,365 sharesChange vs previous 13F not available
1.03% of the 13F portfolio, value $3,159,399.
13F-HR 0001902806-24-000004 filed by NORTHCAPE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).