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Livermore
Livermore
ZHEN

WealthPLAN Partners, LLC

SEC CIK
0001639943
Latest filing
Jul 28, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by WealthPLAN Partners, 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)
6,768
Value
$795.0K
% of portfolio
0.2%
Quarters held
20
Since Q1 2021
Holdings of CSCO by WealthPLAN Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,768$795.0K0.2%+2,422+55.7%AddedHolders
Q1 20264,346$337.2K0.1%−373−7.9%ReducedHolders
Q4 20254,719$363.5K0.1%+562+13.5%AddedHolders
Q3 20254,157$284.4K<0.1%+119+2.9%AddedHolders
Q2 20254,038$280.2K<0.1%−29−0.7%ReducedHolders
Q1 20254,067$251.0K<0.1%+94+2.4%AddedHolders
Q4 20243,973$235.2K<0.1%−1,147−22.4%ReducedHolders
Q3 20245,120$272.5K<0.1%+81+1.6%AddedHolders
Q2 20245,039$239.4K<0.1%−2,346−31.8%ReducedHolders
Q1 20247,385$368.6K<0.1%+213+3.0%AddedHolders
Q4 20237,172$362.3K<0.1%−132−1.8%ReducedHolders
Q3 20237,304$392.7K<0.1%+217+3.1%AddedHolders
Q2 20237,087$366.7K0.1%−167−2.3%ReducedHolders
Q1 20237,254$379.2K<0.1%−2,119−22.6%ReducedHolders
Q4 20229,373$447.1K<0.1%–No prior filingHolders
Q2 2022––––Not filedHolders
Q1 20227,495$367.0K<0.1%−4,784−39.0%ReducedHolders
Q4 202112,279$683.0K<0.1%+1,464+13.5%AddedHolders
Q3 202110,815$628.0K<0.1%+1,547+16.7%AddedHolders
Q2 20219,268$518.0K<0.1%+253+2.8%AddedHolders
Q1 20219,015$457.0K<0.1%––Holders

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