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Livermore
Livermore
ZHEN

Summit Financial Wealth Advisors, LLC

SEC CIK
0001632283
Latest filing
Jul 15, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by Summit Financial Wealth 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 Q2 2026 holdings

Shares (Q2 2026)
135,272
Value
$15.9M
% of portfolio
2.0%
Quarters held
22
Since Q1 2021
Holdings of CSCO by Summit Financial Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026135,272$15.9M2.0%−32,171−19.2%ReducedHolders
Q1 2026167,443$13.0M1.8%+2,048+1.2%AddedHolders
Q4 2025165,395$12.7M1.8%−1,147−0.7%ReducedHolders
Q3 2025166,542$11.4M1.8%−1,411−0.8%ReducedHolders
Q2 2025167,953$11.7M2.1%−1,009−0.6%ReducedHolders
Q1 2025168,962$10.4M2.1%+2,801+1.7%AddedHolders
Q4 2024166,161$10.1M2.0%−444−0.3%ReducedHolders
Q3 2024166,605$8.87M1.7%+700.0%AddedHolders
Q2 2024166,535$7.91M1.6%−1,696−1.0%ReducedHolders
Q1 2024168,231$8.40M1.7%+144,318+603.5%AddedHolders
Q4 202323,913$1.21M0.3%+5,474+29.7%AddedHolders
Q3 202318,439$979.7K0.2%+8,050+77.5%AddedHolders
Q2 202310,389$537.5K0.1%−354−3.3%ReducedHolders
Q1 202310,743$561.6K0.1%00.0%UnchangedHolders
Q4 202210,743$511.8K0.1%+1,300+13.8%AddedHolders
Q3 20229,443$419.0K0.1%−1,300−12.1%ReducedHolders
Q2 202210,743$476.0K0.1%+1,474+15.9%AddedHolders
Q1 20229,269$517.0K0.1%−1,717−15.6%ReducedHolders
Q4 202110,986$673.0K0.1%00.0%UnchangedHolders
Q3 202110,986$598.0K0.1%−350−3.1%ReducedHolders
Q2 202111,336$601.0K0.1%+2,828+33.2%AddedHolders
Q1 20218,508$381.0K0.1%––Holders

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