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SAX WEALTH ADVISORS, LLC: CSCO position timeline

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

SAX WEALTH ADVISORS, LLC held 15,915 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,915 shares
    Change vs previous 13F +2,415 shares

    0.05% of the 13F portfolio, value $1,234,861.

    13F-HR 0001846150-26-000007 filed by SAX 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 13,500 shares
    Change vs previous 13F -153 shares

    0.05% of the 13F portfolio, value $1,039,905.

    13F-HR 0001846150-26-000005 filed by SAX 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 13,653 shares
    Change vs previous 13F +2,766 shares

    0.05% of the 13F portfolio, value $1,051,692.

    13F-HR 0001846150-26-000002 filed by SAX 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 10,887 shares
    Change vs previous 13F -419 shares

    0.04% of the 13F portfolio, value $744,904.

    13F-HR 0001846150-25-000011 filed by SAX 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 11,306 shares
    Change vs previous 13F +2,171 shares

    0.05% of the 13F portfolio, value $784,414.

    13F-HR 0001846150-25-000007 filed by SAX 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 9,135 shares
    Change vs previous 13F +1,225 shares

    0.04% of the 13F portfolio, value $563,706.

    13F-HR 0001846150-25-000004 filed by SAX 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 7,910 shares
    Change vs previous 13F +570 shares

    0.04% of the 13F portfolio, value $468,261.

    13F-HR 0001725547-25-000117 filed by SAX 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 7,340 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $390,628.

    13F-HR 0001725547-24-005923 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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