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
- period ended2026-06-3013F 95,826 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 68,875 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,559 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 60,539 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 74,699 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 39,029 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,726 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 23,838 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).