Heritage Family Offices, LLP
Family OfficePosition in CSCO — Cisco Systems, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in CSCO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$382,332
-$305,280 QoQ
Shares Held
3,255
-77.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#3,260
of 4,021 holders
Holding Since
Jun 2024
2 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, 2026Heritage Family Offices, LLP holds $1,335,345 across 4 Communication Equipment names. CSCO ranks #2 (28.6% of the industry book) .
All Filings in CSCO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $382,332 | 3,255 | Shares | Sole | 2026-07-29 | |
| 2024-06-30 | $687,612 | 14,473 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||