EverSource Wealth Advisors, LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EverSource Wealth Advisors, LLC on CSCO, newest first. How the timeline and the estimate are built.
EverSource Wealth Advisors, LLC held 36,433 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 36,433 sharesChange vs previous 13F -4,590 shares
0.14% of the 13F portfolio, value $4,279,336.
13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 41,023 sharesChange vs previous 13F +12,700 shares
0.1% of the 13F portfolio, value $3,182,907.
13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,323 sharesChange vs previous 13F +269 shares
0.08% of the 13F portfolio, value $2,181,650.
13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,054 sharesChange vs previous 13F +315 shares
0.08% of the 13F portfolio, value $1,919,480.
13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,739 sharesChange vs previous 13F +5,854 shares
0.09% of the 13F portfolio, value $1,924,507.
13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 21,885 sharesChange vs previous 13F +5,458 shares
0.07% of the 13F portfolio, value $1,350,473.
13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 16,427 sharesChange vs previous 13F +2,863 shares
0.05% of the 13F portfolio, value $972,459.
13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 13,564 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $721,857.
13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).