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Disclosery

Concord Wealth Partners: CSCO position timeline

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

Concord Wealth Partners held 73,253 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,253 shares
    Change vs previous 13F +32,739 shares

    0.57% of the 13F portfolio, value $8,604,233.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 38,181 shares
    • Concord Asset Management, LLC/VA: 35,072 shares

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

  2. period ended2026-03-31
    13F 40,514 shares
    Change vs previous 13F +4,370 shares

    0.23% of the 13F portfolio, value $3,143,473.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 21,540 shares
    • Concord Asset Management, LLC/VA: 18,974 shares

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

  3. period ended2025-12-31
    13F 36,144 shares
    Change vs previous 13F +122 shares

    0.21% of the 13F portfolio, value $2,784,153.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 19,301 shares
    • Concord Asset Management, LLC/VA: 16,843 shares

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

  4. period ended2025-09-30
    13F 36,022 shares
    Change vs previous 13F +2,508 shares

    0.19% of the 13F portfolio, value $2,464,652.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 19,132 shares
    • Concord Asset Management, LLC/VA: 16,890 shares

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

  5. period ended2025-06-30
    13F 33,514 shares
    Change vs previous 13F +5,710 shares

    0.17% of the 13F portfolio, value $2,325,254.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 16,757 shares
    • Concord Asset Management, LLC/VA: 16,757 shares

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

  6. period ended2025-03-31
    13F 27,804 shares
    Change vs previous 13F +25,016 shares

    0.15% of the 13F portfolio, value $1,634,732.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,479 shares
    • Concord Asset Management, LLC/VA: 13,325 shares

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

  7. period ended2024-12-31
    13F 2,788 shares
    Change vs previous 13F -452 shares

    0.03% of the 13F portfolio, value $165,033.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    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 3,240 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $172,425.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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