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Circle Wealth Management, LLC

Position in CSCO — Cisco Systems, Inc.

CIK 1578242 SUMMIT, NJ

Position in CSCO

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$1,906,140
+$639,484 QoQ
Shares Held
16,228
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,856
of 4,023 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CSCO Over Time

Shares Held

Position Value (USD)

Position in Communication Equipment

Technology · as of Jun 30, 2026

Circle Wealth Management, LLC holds $9,704,790 across 3 Communication Equipment names. CSCO ranks #3 (19.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CSCO
Cisco Systems, Inc.
This page
16,228 $1,906,140

All Filings in CSCO

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,906,140 16,228
2026-03-31 $1,266,656 16,325
2025-12-31 $838,163 10,881
2025-09-30 $757,409 11,070
2025-06-30 $594,933 8,575
2025-03-31 $462,269 7,491
2024-12-31 $399,718 6,752
2024-09-30 $381,800 7,174
2024-06-30 $428,492 9,019
2024-03-31 $23,127,046 463,375
2023-12-31 $23,344,483 462,084
2023-09-30 $25,030,118 465,590
2023-06-30 $614,412 11,875
2023-03-31 $619,831 11,856
2022-12-31 $560,913 11,774
2022-09-30 $460,840 11,521
2022-06-30 $491,426 11,525
2022-03-31 $645,366 11,574
2021-12-31 $806,763 12,731
2021-09-30 $653,214 12,001
2021-06-30 $813,656 15,352
2021-03-31 $780,976 15,103
2020-12-31 $738,061 16,493
2020-09-30 $754,357 19,151
2020-06-30 $957,099 20,521
2020-03-31 $861,832 21,924