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Disclosery

XML Financial, LLC: CSCO position timeline

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

XML Financial, LLC held 121,978 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,978 shares
    Change vs previous 13F -5,819 shares

    1.04% of the 13F portfolio, value $14,327,556.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 127,797 shares
    Change vs previous 13F -2,256 shares

    0.8% of the 13F portfolio, value $9,915,804.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 130,053 shares
    Change vs previous 13F -21,953 shares

    0.82% of the 13F portfolio, value $10,017,947.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 152,006 shares
    Change vs previous 13F -5,319 shares

    0.85% of the 13F portfolio, value $10,400,191.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 157,325 shares
    Change vs previous 13F -243 shares

    0.95% of the 13F portfolio, value $10,915,176.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 157,568 shares
    Change vs previous 13F -5,621 shares

    0.91% of the 13F portfolio, value $9,723,547.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 163,189 shares
    Change vs previous 13F -3,795 shares

    0.89% of the 13F portfolio, value $9,660,800.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 166,984 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,886,864.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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