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WCG Wealth Advisors LLC: CSCO position timeline

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

WCG Wealth Advisors LLC held 83,786 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,786 shares
    Change vs previous 13F -14,076 shares

    0.23% of the 13F portfolio, value $9,841,550.

    13F-HR 0001855713-26-000006 filed by WCG Wealth 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 ended2026-03-31
    13F 97,862 shares
    Change vs previous 13F -9,444 shares

    0.21% of the 13F portfolio, value $7,593,086.

    13F-HR 0001855713-26-000004 filed by WCG Wealth 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 ended2025-12-31
    13F 107,306 shares
    Change vs previous 13F +54,141 shares

    0.23% of the 13F portfolio, value $8,265,773.

    13F-HR 0001855713-26-000003 filed by WCG Wealth 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 ended2025-09-30
    13F 53,165 shares
    Change vs previous 13F -3,146 shares

    0.23% of the 13F portfolio, value $3,637,546.

    13F-HR 0001855713-25-000008 filed by WCG Wealth 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 ended2025-06-30
    13F 56,311 shares
    Change vs previous 13F +13,574 shares

    0.25% of the 13F portfolio, value $3,906,850.

    13F-HR 0001855713-25-000007 filed by WCG Wealth 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 ended2025-03-31
    13F/A 42,737 shares
    Change vs previous 13F -675 shares

    0.2% of the 13F portfolio, value $2,637,321.

    13F-HR/A 0001855713-25-000005 filed by WCG Wealth 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 ended2024-12-31
    13F 43,412 shares
    Change vs previous 13F +915 shares

    0.17% of the 13F portfolio, value $2,570,000.

    13F-HR 0001855713-25-000003 filed by WCG Wealth 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 ended2024-09-30
    13F 42,497 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,262,000.

    13F-HR 0001855713-24-000007 filed by WCG Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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