Skip to main content
Livermore
Livermore
ZHEN

Capital Planning Advisors, LLC

SEC CIK
0001631941
Latest filing
May 14, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by Capital Planning Advisors, LLC, 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 Q1 2026 holdings

Shares (Q1 2026)
5,659
Value
$439.1K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CSCO by Capital Planning Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20265,659$439.1K0.1%−1,367−19.5%ReducedHolders
Q4 20257,026$541.2K0.1%−313−4.3%ReducedHolders
Q3 20257,339$502.1K0.1%−846−10.3%ReducedHolders
Q2 20258,185$567.9K0.1%−108−1.3%ReducedHolders
Q1 20258,293$511.8K0.1%−277−3.2%ReducedHolders
Q4 20248,570$507.3K0.1%−862−9.1%ReducedHolders
Q3 20249,432$502.0K0.1%−60−0.6%ReducedHolders
Q2 20249,492$451.0K0.1%−3,570−27.3%ReducedHolders
Q1 202413,062$651.9K0.1%−860−6.2%ReducedHolders
Q4 202313,922$703.3K0.1%+301+2.2%AddedHolders
Q3 202313,621$732.3K0.2%−850−5.9%ReducedHolders
Q2 202314,471$748.7K0.2%−399−2.7%ReducedHolders
Q1 202314,870$777.3K0.2%−5,984−28.7%ReducedHolders
Q4 202220,854$993.5K0.2%−1,355−6.1%ReducedHolders
Q3 202222,209$888.0K0.2%+2,223+11.1%AddedHolders
Q2 202219,986$852.0K0.2%−293−1.4%ReducedHolders
Q1 202220,279$1.13M0.2%−679−3.2%ReducedHolders
Q4 202120,958$1.33M0.3%+432+2.1%AddedHolders
Q3 202120,526$1.12M0.2%00.0%UnchangedHolders
Q2 202120,526$1.09M0.2%+4,528+28.3%AddedHolders
Q1 202115,998$827.0K0.2%––Holders

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