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Livermore
Livermore
ZHEN

Montis Financial, LLC

SEC CIK
0001844314
Latest filing
Aug 5, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by Montis Financial, 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)
5,183
Value
$608.8K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CSCO by Montis Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,183$608.8K0.1%+287+5.9%AddedHolders
Q1 20264,896$379.9K0.1%+188+4.0%AddedHolders
Q4 20254,708$362.7K0.1%+1,308+38.5%AddedHolders
Q3 20253,400$232.6K0.1%−459−11.9%ReducedHolders
Q2 20253,859$267.7K0.1%+4+0.1%AddedHolders
Q1 20253,855$237.9K0.1%−3,997−50.9%ReducedHolders
Q4 20247,852$464.9K0.1%+1,097+16.2%AddedHolders
Q3 20246,755$359.5K0.1%+1,355+25.1%AddedHolders
Q2 20245,400$256.6K0.1%−600−10.0%ReducedHolders
Q1 20246,000$299.5K0.1%+377+6.7%AddedHolders
Q4 20235,623$284.1K0.2%−600−9.6%ReducedHolders
Q3 20236,223$334.5K0.2%−600−8.8%ReducedHolders
Q2 20236,823$353.0K0.2%00.0%UnchangedHolders
Q1 20236,823$356.7K0.3%00.0%UnchangedHolders
Q4 20226,823$325.0K0.3%−42−0.6%ReducedHolders
Q3 20226,865$275.0K0.3%00.0%UnchangedHolders
Q2 20226,865$293.0K0.3%00.0%UnchangedHolders
Q1 20226,865$383.0K0.3%−4,530−39.8%ReducedHolders
Q4 202111,395$722.0K0.5%+4,530+66.0%AddedHolders
Q3 20216,865$372.0K0.3%+42+0.6%AddedHolders
Q2 20216,823$362.0K0.3%00.0%UnchangedHolders
Q1 20216,823$355.0K0.3%––Holders

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