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Phoenix Wealth Advisors: CSCO position timeline

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

Phoenix Wealth Advisors held 10,985 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 10,985 shares
    Change vs previous 13F +195 shares

    0.44% of the 13F portfolio, value $1,290,258.

    13F-HR 0001842362-26-000005 filed by Phoenix Wealth Advisors
    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 10,790 shares
    Change vs previous 13F -2,506 shares

    0.33% of the 13F portfolio, value $837,213.

    13F-HR 0001842362-26-000003 filed by Phoenix Wealth Advisors
    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 13,296 shares
    Change vs previous 13F -208 shares

    0.39% of the 13F portfolio, value $1,024,170.

    13F-HR 0001842362-26-000001 filed by Phoenix Wealth Advisors
    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 13,504 shares
    Change vs previous 13F +200 shares

    0.36% of the 13F portfolio, value $923,958.

    13F-HR 0001842362-25-000007 filed by Phoenix Wealth Advisors
    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 13,304 shares
    Change vs previous 13F +1 shares

    0.39% of the 13F portfolio, value $923,008.

    13F-HR 0001842362-25-000004 filed by Phoenix Wealth Advisors
    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 13,303 shares
    Change vs previous 13F -1,757 shares

    0.36% of the 13F portfolio, value $820,928.

    13F-HR 0001842362-25-000003 filed by Phoenix Wealth Advisors
    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 15,060 shares
    Change vs previous 13F -215 shares

    0.39% of the 13F portfolio, value $891,552.

    13F-HR 0001842362-25-000001 filed by Phoenix Wealth Advisors
    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 15,275 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $812,936.

    13F-HR 0001842362-24-000005 filed by Phoenix Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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