Plan A Wealth LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Plan A Wealth LLC on CSCO, newest first. How the timeline and the estimate are built.
Plan A Wealth LLC held 6,580 CSCO shares at 2026-09-30 per its 13F-HR filed 2026-10-08.
the latest 13F is the newest step
- period ended2026-09-3013F 6,580 sharesChange vs previous 13F -272 shares
0.25% of the 13F portfolio, value $708,212.
13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
Accepted , ingested - period ended2026-06-3013F 6,852 sharesChange vs previous 13F +150 shares
0.34% of the 13F portfolio, value $804,825.
13F-HR 0001172661-26-002615 filed by Plan A Wealth 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 6,702 sharesChange vs previous 13F +442 shares
0.25% of the 13F portfolio, value $519,986.
13F-HR 0001172661-26-002250 filed by Plan A Wealth 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 6,260 sharesChange vs previous 13F +224 shares
0.24% of the 13F portfolio, value $482,245.
13F-HR 0001172661-26-000517 filed by Plan A Wealth 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 6,036 sharesChange vs previous 13F +395 shares
0.21% of the 13F portfolio, value $413,000.
13F-HR 0001172661-25-004609 filed by Plan A Wealth 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 5,641 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $391,373.
13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).