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Simplicity Wealth,LLC: CSCO position timeline

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

Simplicity Wealth,LLC held 95,826 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,826 shares
    Change vs previous 13F +26,951 shares

    0.38% of the 13F portfolio, value $11,255,628.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 68,875 shares
    Change vs previous 13F +4,316 shares

    0.3% of the 13F portfolio, value $5,344,065.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 64,559 shares
    Change vs previous 13F +4,020 shares

    0.3% of the 13F portfolio, value $4,972,999.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 60,539 shares
    Change vs previous 13F -14,160 shares

    0.24% of the 13F portfolio, value $4,142,064.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 74,699 shares
    Change vs previous 13F +35,670 shares

    0.22% of the 13F portfolio, value $5,182,634.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 39,029 shares
    Change vs previous 13F +31,303 shares

    0.19% of the 13F portfolio, value $2,408,553.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 7,726 shares
    Change vs previous 13F -16,112 shares

    0.1% of the 13F portfolio, value $457,406.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 23,838 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,268,643.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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