Cherry Tree Wealth Management, LLC
Position in CSCO — Cisco Systems, Inc.
CIK 1985414
MINNETONKA, MN
Position in CSCO
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$145,403
+$1,049 QoQ
Shares Held
1,874
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026Cherry Tree Wealth Management, LLC holds $166,211 across 4 Communication Equipment names. CSCO ranks #1 (87.5% of the industry book) .
All Filings in CSCO
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $145,403 | 1,874 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $144,354 | 1,874 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $101,261 | 1,480 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $102,682 | 1,480 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $96,020 | 1,556 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $88,267 | 1,491 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $79,351 | 1,491 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $70,837 | 1,491 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $73,866 | 1,480 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $74,769 | 1,480 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $70,425 | 1,310 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $102,962 | 1,990 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||