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Disclosery

Venturi Wealth Management, LLC: CSCO position timeline

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

Venturi Wealth Management, LLC held 42,359 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,359 shares
    Change vs previous 13F -831 shares

    0.19% of the 13F portfolio, value $4,975,389.

    13F-HR 0001666363-26-000004 filed by Venturi Wealth Management, 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 43,190 shares
    Change vs previous 13F +164 shares

    0.15% of the 13F portfolio, value $3,351,039.

    13F-HR 0001666363-26-000003 filed by Venturi Wealth Management, 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 43,026 shares
    Change vs previous 13F +2,246 shares

    0.15% of the 13F portfolio, value $3,314,210.

    13F-HR 0001666363-26-000001 filed by Venturi Wealth Management, 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 40,780 shares
    Change vs previous 13F -4,743 shares

    0.13% of the 13F portfolio, value $2,790,220.

    13F-HR 0001666363-25-000008 filed by Venturi Wealth Management, 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 45,523 shares
    Change vs previous 13F +4,594 shares

    0.16% of the 13F portfolio, value $3,158,430.

    13F-HR 0001666363-25-000006 filed by Venturi Wealth Management, 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 40,929 shares
    Change vs previous 13F -2,093 shares

    0.13% of the 13F portfolio, value $2,525,758.

    13F-HR 0001666363-25-000005 filed by Venturi Wealth Management, 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 43,022 shares
    Change vs previous 13F +7,197 shares

    0.13% of the 13F portfolio, value $2,546,930.

    13F-HR 0001666363-25-000004 filed by Venturi Wealth Management, 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 35,825 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,906,631.

    13F-HR 0001666363-24-000006 filed by Venturi Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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