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Livermore
Livermore
ZHEN

Encompass Wealth Advisors, LLC

SEC CIK
0001849614
Latest filing
Jul 21, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by Encompass 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)
7,507
Value
$881.8K
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of CSCO by Encompass Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,507$881.8K0.3%−181−2.4%ReducedHolders
Q1 20267,688$596.5K0.2%−1,194−13.4%ReducedHolders
Q4 20258,882$684.2K0.2%+17+0.2%AddedHolders
Q3 20258,865$606.5K0.2%+18+0.2%AddedHolders
Q2 20258,847$613.8K0.2%−525−5.6%ReducedHolders
Q1 20259,372$578.3K0.2%+23+0.2%AddedHolders
Q4 20249,349$553.5K0.2%−6,230−40.0%ReducedHolders
Q3 202415,579$829.1K0.2%−169−1.1%ReducedHolders
Q2 202415,748$748.2K0.2%−12−0.1%ReducedHolders
Q1 202415,760$786.6K0.2%−15−0.1%ReducedHolders
Q4 202315,775$796.9K0.2%+151+1.0%AddedHolders
Q3 202315,624$839.9K0.3%−129−0.8%ReducedHolders
Q2 202315,753$814.9K0.3%−10.0%ReducedHolders
Q1 202315,754$823.5K0.3%−432−2.7%ReducedHolders
Q4 202216,186$771.1K0.3%−412−2.5%ReducedHolders
Q3 202216,598$664.0K0.3%+47+0.3%AddedHolders
Q2 202216,551$706.0K0.2%−97−0.6%ReducedHolders
Q1 202216,648$928.0K0.2%+179+1.1%AddedHolders
Q4 202116,469$1.04M0.3%+70+0.4%AddedHolders
Q3 202116,399$892.0K0.2%−7,356−31.0%ReducedHolders
Q2 202123,755$1.26M0.3%−607−2.5%ReducedHolders
Q1 202124,362$1.24M0.3%––Holders

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