Skip to content
Disclosery

Ascentis Wealth Management, LLC: CSCO position timeline

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

Ascentis Wealth Management, LLC held 5,187 CSCO shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,187 shares
    Change vs previous 13F -57,254 shares

    0.09% of the 13F portfolio, value $609,272.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 461 shares
    • Ascentis Wealth Management, LLC: 4,726 shares

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

  2. period ended2026-03-31
    13F 62,441 shares
    Change vs previous 13F +27,213 shares

    0.26% of the 13F portfolio, value $4,844,893.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 58,439 shares
    • Ascentis Wealth Management, LLC: 4,002 shares

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

  3. period ended2025-12-31
    13F 35,228 shares
    Change vs previous 13F +2,791 shares

    0.26% of the 13F portfolio, value $2,713,661.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 31,888 shares
    • Ascentis Wealth Management, LLC: 3,340 shares

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

  4. period ended2025-09-30
    13F 32,437 shares
    Change vs previous 13F +2,325 shares

    0.21% of the 13F portfolio, value $2,219,348.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 28,969 shares
    • Ascentis Wealth Management, LLC: 3,468 shares

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

  5. period ended2025-06-30
    13F 30,112 shares
    Change vs previous 13F +2,161 shares

    0.22% of the 13F portfolio, value $2,088,570.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 27,793 shares
    • Ascentis Wealth Management, LLC: 2,319 shares

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

  6. period ended2025-03-31
    13F 27,951 shares
    Change vs previous 13F +12,713 shares

    0.21% of the 13F portfolio, value $1,724,980.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 26,664 shares
    • Ascentis Wealth Management, LLC: 1,287 shares

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

  7. period ended2024-12-31
    13F 15,238 shares
    Change vs previous 13F -556 shares

    0.11% of the 13F portfolio, value $902,123.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,151 shares
    • Ascentis Wealth Management, LLC: 1,087 shares

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

  8. period ended2024-09-30
    13F/A 15,794 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $840,550.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 14,707 shares
    • Ascentis Wealth Management, LLC: 1,087 shares

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