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Cisco Systems shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Cisco Systems (CSCO) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Cisco Systems

Tip: Access up to 7 years of quarterly data

All positions including Cisco Systems held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cisco Systems by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $515k 6.7k 77.03
2025-09-30 $3.3M 61k 53.76
2025-06-30 $376k 5.4k 69.38

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Dimensional Etf Trust Us High Profitab (DUHP)
NVIDIA Corporation (NVDA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding Cisco Systems

Vanguard Group
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FMR
Charles Schwab Investment Management
Invesco
Norges Bank Investment Management
Franklin Resources
Northern Trust
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
Jpmorgan Chase & Co
Ubs Global Asset Management Americas

View all funds holding Cisco Systems