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Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

CSCO holding history

Cisco Systems, Inc. in every 13F filed by Wealth Effects 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)
3,559
Value
$418.1K
% of portfolio
0.1%
Quarters held
11
Since Q4 2021
Holdings of CSCO by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,559$418.1K0.1%+45+1.3%AddedHolders
Q1 20263,514$272.7K0.1%+260+8.0%AddedHolders
Q4 20253,254$250.7K0.1%+3,254NewHolders
Q4 20240$00.0%−3,906−100.0%Sold outHolders
Q3 20243,906$207.9K0.1%+3,906NewHolders
Q2 20240$00.0%−4,260−100.0%Sold outHolders
Q1 20244,260$212.6K0.1%−711−14.3%ReducedHolders
Q4 20234,971$251.1K0.1%+1,030+26.1%AddedHolders
Q3 20233,941$211.9K0.1%+2+0.1%AddedHolders
Q2 20233,939$203.8K0.1%−12−0.3%ReducedHolders
Q1 20233,951$206.6K0.1%+3,951NewHolders
Q2 20220$00.0%−3,761−100.0%Sold outHolders
Q1 20223,761$210.0K0.1%00.0%UnchangedHolders
Q4 20213,761$238.0K0.1%–No prior filingHolders