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WHALEROCK POINT PARTNERS, LLC: CSCO position timeline

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

WHALEROCK POINT PARTNERS, LLC held 29,064 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,064 shares
    Change vs previous 13F -725 shares

    0.58% of the 13F portfolio, value $3,413,857.

    13F-HR 0001140361-26-032663 filed by WHALEROCK POINT 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 29,789 shares
    Change vs previous 13F +1,975 shares

    0.45% of the 13F portfolio, value $2,311,329.

    13F-HR 0001140361-26-021558 filed by WHALEROCK POINT 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 27,814 shares
    Change vs previous 13F -575 shares

    0.41% of the 13F portfolio, value $2,142,512.

    13F-HR 0001140361-26-005225 filed by WHALEROCK POINT 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 28,389 shares
    Change vs previous 13F +725 shares

    0.39% of the 13F portfolio, value $1,942,375.

    13F-HR 0001140361-25-041522 filed by WHALEROCK POINT 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 27,664 shares
    Change vs previous 13F +950 shares

    0.41% of the 13F portfolio, value $1,919,328.

    13F-HR 0001140361-25-030709 filed by WHALEROCK POINT 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 26,714 shares
    Change vs previous 13F +500 shares

    0.39% of the 13F portfolio, value $1,648,521.

    13F-HR 0001140361-25-019137 filed by WHALEROCK POINT 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 26,214 shares
    Change vs previous 13F -240 shares

    0.36% of the 13F portfolio, value $1,551,869.

    13F-HR 0001140361-25-004625 filed by WHALEROCK POINT 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 26,454 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,407,882.

    13F-HR 0001140361-24-046418 filed by WHALEROCK POINT PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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