Skip to content
Disclosery

Synergy Asset Management, LLC: CSCO position timeline

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

Synergy Asset Management, LLC held 94,153 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,153 shares
    Change vs previous 13F -10,397 shares

    1.04% of the 13F portfolio, value $11,059,211.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, 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 104,550 shares
    Change vs previous 13F +18,170 shares

    0.86% of the 13F portfolio, value $8,112,035.

    13F-HR 0001699080-26-000005 filed by Synergy Asset Management, 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 86,380 shares
    Change vs previous 13F -171,271 shares

    0.69% of the 13F portfolio, value $6,653,851.

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, 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 257,651 shares
    Change vs previous 13F +168,283 shares

    0.64% of the 13F portfolio, value $17,714,274.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, 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 89,368 shares
    Change vs previous 13F +4,295 shares

    0.71% of the 13F portfolio, value $6,200,352.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, 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 85,073 shares
    Change vs previous 13F -7,104 shares

    0.66% of the 13F portfolio, value $5,249,854.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, 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 92,177 shares
    Change vs previous 13F +936 shares

    0.42% of the 13F portfolio, value $5,447,660.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, 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 91,241 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,855,861.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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