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Disclosery

waypoint wealth counsel: CSCO position timeline

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

waypoint wealth counsel held 10,823 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,823 shares
    Change vs previous 13F -1,253 shares

    0.8% of the 13F portfolio, value $1,271,257.

    13F-HR 0001807909-26-000003 filed by waypoint wealth counsel
    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 12,076 shares
    Change vs previous 13F -2,302 shares

    0.48% of the 13F portfolio, value $936,970.

    13F-HR 0001807909-26-000002 filed by waypoint wealth counsel
    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 14,378 shares
    Change vs previous 13F +217 shares

    0.41% of the 13F portfolio, value $1,107,507.

    13F-HR 0001807909-26-000001 filed by waypoint wealth counsel
    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 14,161 shares
    Change vs previous 13F +99 shares

    0.38% of the 13F portfolio, value $968,871.

    13F-HR 0001807909-25-000006 filed by waypoint wealth counsel
    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 14,062 shares
    Change vs previous 13F +607 shares

    0.48% of the 13F portfolio, value $975,594.

    13F-HR 0001807909-25-000004 filed by waypoint wealth counsel
    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 13,455 shares
    Change vs previous 13F +400 shares

    0.52% of the 13F portfolio, value $830,320.

    13F-HR 0001807909-25-000002 filed by waypoint wealth counsel
    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 13,055 shares
    Change vs previous 13F +214 shares

    0.5% of the 13F portfolio, value $772,866.

    13F-HR 0001807909-25-000001 filed by waypoint wealth counsel
    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 12,841 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $683,377.

    13F-HR 0001807909-24-000010 filed by waypoint wealth counsel
    Filed (acceptance time not in the bulk data set), ingested

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