Cisco Systems, Inc.
MX ˙ BMV ˙ US17275R1023
SecurityMX:CSCO / Cisco Systems, Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership4,346 shares
Latest Disclosed Value $ 337,206
WealthPLAN Partners, LLC reports 7.90% decrease in ownership of CSCO / Cisco Systems, Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 4,346 shares of Cisco Systems, Inc. (MX:CSCO) valued at $337,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 4,719 shares of Cisco Systems, Inc.. This represents a change in shares of -7.90% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F CISCO SYS COM 17275R102 4,346 -373 -7.90 337 -7.16 0.0550
2026-02-12 2025-12-31 13F CISCO SYS COM 17275R102 4,719 562 13.52 364 27.82 0.0543
2025-10-27 2025-09-30 13F CISCO SYS COM 17275R102 4,157 119 2.95 284 1.43 0.0426
2025-07-28 2025-06-30 13F CISCO SYS COM 17275R102 4,038 -29 -0.71 280 12.00 0.0451
2025-05-12 2025-03-31 13F CISCO SYS COM 17275R102 4,067 94 2.37 251 6.38 0.0354
2025-01-30 2024-12-31 13F CISCO SYS COM 17275R102 3,973 -1,147 -22.40 235 -13.60 0.0334
2024-11-05 2024-09-30 13F CISCO SYS COM 17275R102 5,120 81 1.61 272 13.81 0.0366
2024-08-09 2024-06-30 13F CISCO SYS COM 17275R102 5,039 -2,346 -31.77 239 -35.05 0.0257
2024-05-07 2024-03-31 13F CISCO SYS COM 17275R102 7,385 213 2.97 369 1.66 0.0382
2024-01-05 2023-12-31 13F CISCO SYS COM 17275R102 7,172 -132 -1.81 362 -7.65 0.0372
2023-11-02 2023-09-30 13F CISCO SYS COM 17275R102 7,304 217 3.06 393 7.10 0.0456
2023-07-31 2023-06-30 13F Cisco Systems Stock/ETF 17275R102 7,087 -167 -2.30 367 -3.43 0.0519
2023-05-10 2023-03-31 13F Cisco Systems Stock/ETF 17275R102 7,254 -2,119 -22.61 379 -15.21 0.0431
2023-02-16 2022-12-31 13F CISCO SYS COM 17275R102 9,373 1,878 25.06 447 21.80 0.0312
2022-05-03 2022-03-31 13F CISCO SYS COM 17275R102 7,495 -4,784 -38.96 367 -46.27 0.0255
2022-02-01 2021-12-31 13F CISCO SYS COM 17275R102 12,279 1,464 13.54 683 8.76 0.0450
2021-12-09 2021-09-30 13F CISCO SYS COM 17275R102 10,815 1,547 16.69 628 21.24 0.0418
2021-08-19 2021-06-30 13F CISCO SYS COM 17275R102 9,268 253 2.81 518 13.35 0.0365
2021-05-11 2021-03-31 13F CISCO SYS COM 17275R102 9,015 -375 -3.99 457 2.93 0.0355
2021-02-09 2020-12-31 13F CISCO SYS COM 17275R102 9,390 -930 -9.01 444 11.28 0.0377
2020-12-18 2020-09-30 13F CISCO SYS COM 17275R102 10,320 -9,371 -47.59 399 -52.61 0.0389
2020-08-19 2020-06-30 13F CISCO SYS COM 17275R102 19,691 -315 -1.57 842 -3.99 0.0872
2020-05-15 2020-03-31 13F CISCO SYS COM 17275R102 20,006 8,923 80.51 877 58.59 0.1138
2020-02-14 2019-12-31 13F CISCO SYS COM 17275R102 11,083 -3,369 -23.31 553 -21.00 0.0653
2019-11-15 2019-09-30 13F CISCO SYS COM 17275R102 14,452 -1,007 -6.51 700 -14.11 0.0957
2019-08-19 2019-06-30 13F CISCO SYS COM 17275R102 15,459 -2,701 -14.87 815 -14.39 0.1227
2019-05-16 2019-03-31 13F CISCO SYS COM 17275R102 18,160 -280 -1.52 952 4.39 0.1486
2019-02-20 2018-12-31 13F CISCO SYS COM 17275R102 18,440 1,927 11.67 912 24.08 0.1467
2018-11-21 2018-09-30 13F CISCO SYS COM 17275R102 16,513 1,539 10.28 735 14.13 0.1342
2018-08-16 2018-06-30 13F CISCO SYS COM 17275R102 14,974 -422 -2.74 644 -2.42 0.1320
2018-05-15 2018-03-31 13F CISCO SYS COM 17275R102 15,396 4,061 35.83 660 52.07 0.1448
2018-02-16 2017-12-31 13F CISCO SYS COM 17275R102 11,335 -1,600 -12.37 434 -0.23 0.1162
2017-11-14 2017-09-30 13F CISCO SYS COM 17275R102 12,935 -1,899 -12.80 435 -6.25 0.1220
2017-08-11 2017-06-30 13F CISCO SYS COM 17275R102 14,834 13,422 950.57 464 908.70 0.1333
2017-04-19 2017-03-31 13F CISCO SYSTEMS Common Stock 17275R102 1,412 -19,557 -93.27 47 -93.00 0.1617
2016-12-09 2016-09-30 13F CISCO SYSTEMS Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 17275R102 20,969 -1,435 -6.41 657 61.82 0.2140
2016-08-08 2016-06-30 13F Cisco Systems Common Stock 17275R102 22,404 -7,361 -24.73 407 69.17 0.0522
2016-03-24 2015-12-31 13F CISCO SYS COM 17275R102 29,765 26,553 826.68 241 172.73 0.0391
2015-08-10 2015-06-30 13F CISCO SYS COM 17275R102 3,212 1,299 67.90 88 66.04 0.0385
2015-05-04 2015-03-31 13F Cisco Systems Common Stock 17275R102 1,913 1,913 53 0.0247
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.