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Portside Wealth Group, LLC: CSCO position timeline

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

Portside Wealth Group, LLC held 40,212 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,212 shares
    Change vs previous 13F -16,893 shares

    0.55% of the 13F portfolio, value $4,723,293.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 57,105 shares
    Change vs previous 13F -6,624 shares

    0.6% of the 13F portfolio, value $4,430,788.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 63,729 shares
    Change vs previous 13F +1,983 shares

    0.66% of the 13F portfolio, value $4,909,053.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 61,746 shares
    Change vs previous 13F -1,815 shares

    0.59% of the 13F portfolio, value $4,224,647.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 63,561 shares
    Change vs previous 13F -4,257 shares

    0.65% of the 13F portfolio, value $4,409,864.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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 67,818 shares
    Change vs previous 13F -8,728 shares

    0.68% of the 13F portfolio, value $4,185,046.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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 76,546 shares
    Change vs previous 13F -13,091 shares

    0.75% of the 13F portfolio, value $4,531,494.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 89,637 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $4,770,505.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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