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WT Wealth Management: CSCO position timeline

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

WT Wealth Management held 7,647 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,647 shares
    Change vs previous 13F -368 shares

    0.25% of the 13F portfolio, value $898,217.

    13F-HR 0001780507-26-000004 filed by WT Wealth Management
    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 8,015 shares
    Change vs previous 13F -158 shares

    0.18% of the 13F portfolio, value $621,884.

    13F-HR 0001780507-26-000003 filed by WT Wealth Management
    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 8,173 shares
    Change vs previous 13F -502 shares

    0.18% of the 13F portfolio, value $629,566.

    13F-HR 0001780507-26-000001 filed by WT Wealth Management
    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 8,675 shares
    Change vs previous 13F +47 shares

    0.17% of the 13F portfolio, value $593,544.

    13F-HR 0001780507-25-000012 filed by WT Wealth Management
    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 8,628 shares
    Change vs previous 13F +166 shares

    0.18% of the 13F portfolio, value $598,611.

    13F-HR 0001780507-25-000011 filed by WT Wealth Management
    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 8,462 shares
    Change vs previous 13F -298 shares

    0.17% of the 13F portfolio, value $522,190.

    13F-HR 0001780507-25-000008 filed by WT Wealth Management
    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 8,760 shares
    Change vs previous 13F +3,270 shares

    0.16% of the 13F portfolio, value $518,592.

    13F-HR 0001780507-25-000003 filed by WT Wealth Management
    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 5,490 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $311,612.

    13F-HR 0001780507-24-000005 filed by WT Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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