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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSCO overviewAll 13F holders of CSCOFull Q2 2026 holdings

Shares (Q2 2026)
850
Value
$99.9K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2021
Holdings of CSCO by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026850$99.9K<0.1%+760+844.4%AddedHolders
Q1 202690$6.98K<0.1%−124−57.9%ReducedHolders
Q4 2025214$16.5K<0.1%+185+637.9%AddedHolders
Q3 202529$1.98K<0.1%00.0%UnchangedHolders
Q2 202529$2.01K<0.1%+29NewHolders
Q1 20230$00.0%−123−100.0%Sold outHolders
Q4 2022123$5.86K<0.1%−9−6.8%ReducedHolders
Q3 2022132$5.00K<0.1%+9+7.3%AddedHolders
Q2 2022123$5.00K<0.1%00.0%UnchangedHolders
Q1 2022123$7.00K<0.1%00.0%UnchangedHolders
Q4 2021123$8.00K<0.1%00.0%UnchangedHolders
Q3 2021123$7.00K<0.1%−131−51.6%ReducedHolders
Q2 2021254$13.0K<0.1%00.0%UnchangedHolders
Q1 2021254$13.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.