CSCO — Cisco Systems

Ownership history in ASSET PLANNING SERVICES INC /LA/ /ADV  ·  34 quarters on record

AI Ownership Summary

ASSET PLANNING SERVICES INC /LA/ /ADV reported Cisco Systems (CSCO) in 34 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.51% in 2026 Q1. The latest visible filing shows CSCO at 3.51% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSCO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ASSET PLANNING SERVICES INC /LA/ /ADV's position in Cisco Systems, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CSCO was reported at 3.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.51% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CSCO stock page ASSET PLANNING SERVICES INC /LA/ /ADV fund profile ASSET PLANNING SERVICES INC /LA/ /ADV full holdings
How ASSET PLANNING SERVICES INC /LA/ /ADV held CSCO — position size vs. price
% of Fund (quarterly)    CSCO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 103,077 +450 +0.4% 3.51% $8K 2026-04-21 $89.70
2025 Q4 REDUCED 102,627 -6,950 -6.3% 3.49% $7.9M 2026-01-16 $74.78
2025 Q3 ADDED 109,577 +1,775 +1.6% 3.16% $7.5M 2025-10-16 $68.35
2025 Q2 REDUCED 107,802 -950 -0.9% 3.44% $7.5M 2025-07-22 $67.03
2025 Q1 ADDED 108,752 +300 +0.3% 3.41% $6.7M 2025-04-23 $54.38
2024 Q4 ADDED 108,452 +3,750 +3.6% 3.13% $6.4M 2025-01-17 $58.48
2024 Q3 ADDED 104,702 +4,075 +4.0% 2.76% $5.6M 2024-10-22 $54.59
2024 Q2 REDUCED 100,627 -2,000 -1.9% 2.52% $4.8M 2024-07-25 $45.21
2024 Q1 REDUCED 102,627 -1,497 -1.4% 2.86% $5.1M 2024-04-23 $45.86
2023 Q4 REDUCED 104,124 -1,150 -1.1% 3.20% $5.3M 2024-01-16 $47.62
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSCO

As of 2026 Q1 — sorted by position size

Nexus Investment Management ULC 3Y 7Y 6.83% WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 3Y 7Y 5.75% Two Point Capital Management, Inc. 3Y 4.66% Sara-Bay Financial 3Y 4.51% Axecap Investments, LLC 4.34% Guinness Asset Management LTD 3Y 7Y 3.83% Crescent Sterling, Ltd. 3Y 3.51% M. Kraus & Co 3Y 7Y 3.47% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 3.37% Martin Capital Partners, LLC 3Y 7Y 3.34%

FAQ About ASSET PLANNING SERVICES INC /LA/ /ADV and CSCO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ASSET PLANNING SERVICES INC /LA/ /ADV reported owning CSCO?

ASSET PLANNING SERVICES INC /LA/ /ADV reported CSCO across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CSCO position in ASSET PLANNING SERVICES INC /LA/ /ADV's portfolio?

The largest reported portfolio weight for CSCO was 3.51% in 2026 Q1.

What is the latest reported CSCO position on this page?

The most recent filing on this page is 2026 Q1, when ASSET PLANNING SERVICES INC /LA/ /ADV reported 103,077 shares, equal to 3.51% of portfolio, with an estimated market value of $8K.

What does the chart on this CSCO ownership page compare?

The chart compares ASSET PLANNING SERVICES INC /LA/ /ADV's quarterly CSCO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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