Morningstar Investment Management LLC: CSCO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on CSCO, newest first. How the timeline and the estimate are built.
Morningstar Investment Management LLC held 121,235 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 121,235 sharesChange vs previous 13F 0 shares
0.58% of the 13F portfolio, value $9,406,624.
13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 121,235 sharesChange vs previous 13F +118,461 shares
0.58% of the 13F portfolio, value $9,406,624.
13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 2,774 sharesChange vs previous 13F -2,385 shares
0.01% of the 13F portfolio, value $214,000.
13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 5,159 sharesChange vs previous 13F -17,250 shares
0.01% of the 13F portfolio, value $353,000.
13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 22,409 sharesChange vs previous 13F +267 shares
0.14% of the 13F portfolio, value $1,555,000.
13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 22,142 sharesChange vs previous 13F -6,896 shares
0.12% of the 13F portfolio, value $1,366,000.
13F-HR 0001104659-25-045607 filed by Morningstar Investment Management 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 29,038 sharesChange vs previous 13F -26,158 shares
0.14% of the 13F portfolio, value $1,719,000.
13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingested- Morningstar Investment Services LLC: 0 shares
- Morningstar Investment Management LLC: 29,038 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 55,196 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $2,964,000.
13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingested- Morningstar Investment Services LLC: 25,398 shares
- Morningstar Investment Management LLC: 29,798 shares
Acceptance time not in the bulk data set (spec §4.2).