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Philip James Wealth Mangement, LLC: CSCO position timeline

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

Philip James Wealth Mangement, LLC held 19,393 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,393 shares
    Change vs previous 13F -18,683 shares

    0.26% of the 13F portfolio, value $2,277,844.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 38,076 shares
    Change vs previous 13F -3,880 shares

    0.34% of the 13F portfolio, value $2,954,284.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 41,956 shares
    Change vs previous 13F -1,631 shares

    0.37% of the 13F portfolio, value $3,231,841.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 43,587 shares
    Change vs previous 13F -4,177 shares

    0.35% of the 13F portfolio, value $2,982,193.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 47,764 shares
    Change vs previous 13F -1,860 shares

    0.42% of the 13F portfolio, value $3,313,832.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 49,624 shares
    Change vs previous 13F -888 shares

    0.37% of the 13F portfolio, value $3,062,276.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 50,512 shares
    Change vs previous 13F -2,446 shares

    0.39% of the 13F portfolio, value $2,990,319.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 52,958 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,818,401.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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