Forum Financial Management, LP

Position in CSCO — Cisco Systems, Inc.

CIK 1911832 LOMBARD, IL

Position in CSCO

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,478,821

+$575,131 QoQ

Shares Held

12,590

+8.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,065

of 4,023 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Forum Financial Management, LP holds $1,937,224 across 3 Communication Equipment names. CSCO ranks #1 (76.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc. This page	12,590	$1,478,821
2	NOK	Nokia Corp	17,719	$235,308
3	LITE	Lumentum Holdings Inc.	260	$223,095

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,478,821	12,590	+8.1%	Shares	Sole	2026-07-23
2026-03-31	$903,690	11,647	-76.9%	Shares	Sole	2026-04-23
2025-12-31	$3,889,552	50,494	+4.0%	Shares	Sole	2026-01-27
2025-09-30	$3,323,296	48,572	+5.5%	Shares	Sole	2025-10-24
2025-06-30	$3,194,532	46,044	+9.5%	Shares	Sole	2025-07-30
2025-03-31	$2,594,103	42,037	+2.1%	Shares	Sole	2025-05-02
2024-12-31	$2,437,145	41,168	+29.5%	Shares	Sole	2025-02-20
2024-09-30	$1,691,757	31,788	-1.5%	Shares	Sole	2024-10-29
2024-06-30	$1,533,955	32,287	-14.8%	Shares	Sole	2024-07-30
2024-03-31	$1,891,339	37,895	-5.6%	Shares	Sole	2024-05-09
2023-12-31	$2,027,569	40,134	-0.2%	Shares	Other	2024-02-07
2023-09-30	$2,161,474	40,206	-3.9%	Shares	Other	2023-11-06
2023-06-30	$2,165,060	41,845	+3.1%	Shares	Sole	2023-07-26
2023-03-31	$2,122,044	40,590	-1.5%	Shares	Sole	2023-04-19
2022-12-31	$1,963,053	41,206	-2.0%	Shares	Sole	2023-01-24
2022-09-30	$1,681,720	42,043	-3.4%	Shares	Sole	2022-11-07
2022-06-30	$1,856,119	43,530	+11.8%	Shares	Sole	2022-08-15
2022-03-31	$2,171,796	38,949	+6.2%	Shares	Sole	2022-05-16
2021-12-31	$2,324,538	36,682	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.