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Disclosery

Triad Wealth Partners, LLC: CSCO position timeline

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

Triad Wealth Partners, LLC held 17,328 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,328 shares
    Change vs previous 13F +2,729 shares

    0.12% of the 13F portfolio, value $2,007,672.

    13F-HR 0002012717-26-000004 filed by Triad Wealth Partners, 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 14,599 shares
    Change vs previous 13F +1,532 shares

    0.09% of the 13F portfolio, value $1,132,750.

    13F-HR 0002012717-26-000003 filed by Triad Wealth Partners, 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 13,067 shares
    Change vs previous 13F +3,200 shares

    0.1% of the 13F portfolio, value $1,006,563.

    13F-HR 0002012717-26-000002 filed by Triad Wealth Partners, 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 9,867 shares
    Change vs previous 13F +2,018 shares

    0.09% of the 13F portfolio, value $675,110.

    13F-HR 0002012717-25-000007 filed by Triad Wealth Partners, 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 7,849 shares
    Change vs previous 13F +518 shares

    0.11% of the 13F portfolio, value $544,585.

    13F-HR 0002012717-25-000005 filed by Triad Wealth Partners, 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 7,331 shares
    Change vs previous 13F +939 shares

    0.14% of the 13F portfolio, value $452,397.

    13F-HR 0002012717-25-000003 filed by Triad Wealth Partners, 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 6,392 shares
    Change vs previous 13F +6,392 shares

    0.14% of the 13F portfolio, value $378,407.

    13F-HR 0002012717-25-000001 filed by Triad Wealth Partners, 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001835669-24-000009 filed by Triad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.