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Roberts Wealth Advisors, LLC: CSCO position timeline

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

Roberts Wealth Advisors, LLC held 58,264 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,264 shares
    Change vs previous 13F -13,131 shares

    1.55% of the 13F portfolio, value $6,843,730.

    13F-HR 0001754960-26-000669 filed by Roberts Wealth Advisors, 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 71,395 shares
    Change vs previous 13F +1,953 shares

    1.41% of the 13F portfolio, value $5,539,563.

    13F-HR 0001754960-26-000208 filed by Roberts Wealth Advisors, 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 69,442 shares
    Change vs previous 13F -8,254 shares

    1.4% of the 13F portfolio, value $5,349,142.

    13F-HR 0001754960-26-000034 filed by Roberts Wealth Advisors, 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 77,696 shares
    Change vs previous 13F -2,284 shares

    1.41% of the 13F portfolio, value $5,315,980.

    13F-HR 0001754960-25-000696 filed by Roberts Wealth Advisors, 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 79,980 shares
    Change vs previous 13F -2,169 shares

    1.6% of the 13F portfolio, value $5,549,035.

    13F-HR 0001754960-25-000464 filed by Roberts Wealth Advisors, 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 82,149 shares
    Change vs previous 13F -1,310 shares

    1.56% of the 13F portfolio, value $5,069,435.

    13F-HR 0001754960-25-000223 filed by Roberts Wealth Advisors, 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 83,459 shares
    Change vs previous 13F -194 shares

    1.52% of the 13F portfolio, value $5,005,840.

    13F-HR 0001754960-25-000044 filed by Roberts Wealth Advisors, 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 83,653 shares
    Change vs previous 13F not available

    1.43% of the 13F portfolio, value $4,411,000.

    13F-HR 0001754960-24-000496 filed by Roberts Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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