Skip to content

TruWealth Advisors, LLC: CSCO position timeline

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

TruWealth Advisors, LLC held 385,163 CSCO shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 385,163 shares
    Change vs previous 13F +4,619 shares

    1.44% of the 13F portfolio, value $29,884,694.

    13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 380,544 shares
    Change vs previous 13F +4,624 shares

    1.43% of the 13F portfolio, value $29,313,298.

    13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 375,920 shares
    Change vs previous 13F +7,109 shares

    1.3% of the 13F portfolio, value $25,720,328.

    13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 368,811 shares
    Change vs previous 13F +10,951 shares

    1.41% of the 13F portfolio, value $25,587,984.

    13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 357,860 shares
    Change vs previous 13F -69,057 shares

    1.33% of the 13F portfolio, value $22,083,359.

    13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 426,917 shares
    Change vs previous 13F +2,172 shares

    1.52% of the 13F portfolio, value $25,273,486.

    13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 424,745 shares
    Change vs previous 13F +8,389 shares

    1.38% of the 13F portfolio, value $22,604,894.

    13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 416,356 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $19,781,061.

    13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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