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Disclosery

Transform Wealth, LLC: CSCO position timeline

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

Transform Wealth, LLC held 41,365 CSCO shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 41,365 shares
    Change vs previous 13F +32,445 shares

    0.15% of the 13F portfolio, value $2,552,635.

    13F-HR 0001085146-25-002109 filed by Transform 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 ended2024-12-31
    13F 8,920 shares
    Change vs previous 13F -635 shares

    0.03% of the 13F portfolio, value $528,064.

    13F-HR 0001085146-25-000306 filed by Transform 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 ended2024-09-30
    13F 9,555 shares
    Change vs previous 13F -51,424 shares

    0.03% of the 13F portfolio, value $508,518.

    13F-HR 0001085146-24-004926 filed by Transform 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 ended2024-06-30
    13F 60,979 shares
    Change vs previous 13F -1,190 shares

    0.22% of the 13F portfolio, value $2,897,102.

    13F-HR 0001085146-24-002961 filed by Transform 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 ended2024-03-31
    13F 62,169 shares
    Change vs previous 13F -49,567 shares

    0.29% of the 13F portfolio, value $3,102,848.

    13F-HR 0001085146-24-001836 filed by Transform 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 ended2023-12-31
    13F/A 111,736 shares
    Change vs previous 13F -119,007 shares

    0.55% of the 13F portfolio, value $5,644,902.

    13F-HR/A 0001085146-24-001543 filed by Transform 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 ended2023-09-30
    13F 230,743 shares
    Change vs previous 13F -48,581 shares

    1.31% of the 13F portfolio, value $12,404,746.

    13F-HR 0001085146-23-003682 filed by Transform 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 ended2023-06-30
    13F 279,324 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $14,452,193.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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