Skip to content
Disclosery

Smith Salley Wealth Management: CSCO position timeline

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

Smith Salley Wealth Management held 135,028 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,028 shares
    Change vs previous 13F +58,863 shares

    0.69% of the 13F portfolio, value $15,860,374.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 76,165 shares
    Change vs previous 13F +2,865 shares

    0.3% of the 13F portfolio, value $5,909,638.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 73,300 shares
    Change vs previous 13F +1,839 shares

    0.28% of the 13F portfolio, value $5,646,327.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 71,461 shares
    Change vs previous 13F +2,012 shares

    0.25% of the 13F portfolio, value $4,889,382.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 69,449 shares
    Change vs previous 13F +1,207 shares

    0.28% of the 13F portfolio, value $4,818,358.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 68,242 shares
    Change vs previous 13F +2,252 shares

    0.28% of the 13F portfolio, value $4,211,188.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 65,990 shares
    Change vs previous 13F -2,768 shares

    0.25% of the 13F portfolio, value $3,906,585.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 68,758 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,659,297.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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