Position in CSCO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,906,140
+$600,456 QoQ
Shares Held
16,228
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,857
of 4,023 holders
Holding Since
Jun 2022
17 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, 2026CM WEALTH ADVISORS LLC holds $2,096,928 across 2 Communication Equipment names. CSCO ranks #1 (90.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
This page
|
16,228 | $1,906,140 | |
| 2 | ONDS |
Ondas Inc.
|
23,154 | $190,788 |
All Filings in CSCO
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,906,140 | 16,228 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,305,684 | 16,828 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,224,083 | 15,891 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $864,760 | 12,639 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $896,320 | 12,919 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $951,753 | 15,423 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $913,041 | 15,423 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $820,812 | 15,423 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $637,726 | 13,423 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $615,089 | 12,324 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $625,286 | 12,377 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $665,387 | 12,377 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $273,549 | 5,287 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $585 | 12,569 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $589,640 | 12,377 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $495,080 | 12,377 | Shares | Sole | 2023-05-11 | |
| 2022-06-30 | $527,755 | 12,377 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||