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Williams Jones Wealth Management, LLC.: CSCO position timeline

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

Williams Jones Wealth Management, LLC. held 150,911 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 150,911 shares
    Change vs previous 13F +4,353 shares

    0.2% of the 13F portfolio, value $17,726,006.

    13F-HR 0001104659-26-090796 filed by Williams Jones 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 146,558 shares
    Change vs previous 13F -9,109 shares

    0.14% of the 13F portfolio, value $11,371,435.

    13F-HR 0001104659-26-055404 filed by Williams Jones 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 155,667 shares
    Change vs previous 13F +4,186 shares

    0.14% of the 13F portfolio, value $11,991,029.

    13F-HR 0001104659-26-015161 filed by Williams Jones 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 151,481 shares
    Change vs previous 13F -1,231 shares

    0.12% of the 13F portfolio, value $10,364,330.

    13F-HR 0001104659-25-112450 filed by Williams Jones 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 152,712 shares
    Change vs previous 13F -26,442 shares

    0.13% of the 13F portfolio, value $10,595,159.

    13F-HR 0001104659-25-078575 filed by Williams Jones 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 179,154 shares
    Change vs previous 13F +16,728 shares

    0.14% of the 13F portfolio, value $11,055,593.

    13F-HR 0001104659-25-049421 filed by Williams Jones 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 162,426 shares
    Change vs previous 13F -3,700 shares

    0.12% of the 13F portfolio, value $9,615,619.

    13F-HR 0001104659-25-013487 filed by Williams Jones 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 166,126 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,841,226.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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