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Disclosery

Summit Financial, LLC: CSCO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial, LLC on CSCO, newest first. How the timeline and the estimate are built.

Summit Financial, LLC held 161,451 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,451 shares
    Change vs previous 13F +4,496 shares

    0.21% of the 13F portfolio, value $18,964,084.

    13F-HR 0001172661-26-003336 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 156,955 shares
    Change vs previous 13F +22,742 shares

    0.16% of the 13F portfolio, value $12,178,158.

    13F-HR 0001172661-26-002343 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 134,213 shares
    Change vs previous 13F +2,528 shares

    0.15% of the 13F portfolio, value $10,338,408.

    13F-HR 0001172661-26-000703 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 131,685 shares
    Change vs previous 13F +13,664 shares

    0.14% of the 13F portfolio, value $9,009,916.

    13F-HR 0001172661-25-004930 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 118,021 shares
    Change vs previous 13F +14,464 shares

    0.19% of the 13F portfolio, value $8,188,315.

    13F-HR 0001765536-25-000007 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 103,557 shares
    Change vs previous 13F +21,282 shares

    0.18% of the 13F portfolio, value $6,390,486.

    13F-HR 0001765536-25-000004 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 82,275 shares
    Change vs previous 13F +29,187 shares

    0.17% of the 13F portfolio, value $4,870,654.

    13F-HR 0001765536-25-000001 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 53,088 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,825,338.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).