Castle Rock Wealth Management, LLC
Position in CSCO — Cisco Systems, Inc.
CIK 1727605
WALNUT CREEK, CA
Position in CSCO
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$568,036
+$191,958 QoQ
Shares Held
4,836
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,893
of 4,023 holders
Holding Since
Jun 2021
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSCO Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $5,939,391 across 4 Communication Equipment names. CSCO ranks #4 (9.6% of the industry book) .
All Filings in CSCO
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,036 | 4,836 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $376,078 | 4,847 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $255,354 | 3,315 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $221,475 | 3,237 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $227,427 | 3,278 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $201,668 | 3,268 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $193,465 | 3,268 | Shares | Sole | 2025-03-05 | |
| 2023-12-31 | $208,597 | 4,129 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $225,792 | 4,200 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $232,907 | 4,455 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $213,474 | 4,481 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $197,124 | 4,623 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $257,220 | 4,613 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $320,652 | 5,060 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $220,169 | 4,045 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $203,467 | 3,839 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||