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Summit Trail Advisors, LLC: CSCO position timeline

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

Summit Trail Advisors, LLC held 158,180 CSCO shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 158,180 shares
    Change vs previous 13F -481 shares

    0.23% of the 13F portfolio, value $18,579,782.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 158,661 shares
    Change vs previous 13F +32,455 shares

    0.18% of the 13F portfolio, value $12,310,539.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 126,206 shares
    Change vs previous 13F -10,221 shares

    0.17% of the 13F portfolio, value $9,721,671.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 136,427 shares
    Change vs previous 13F +17,030 shares

    0.13% of the 13F portfolio, value $9,334,338.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 119,397 shares
    Change vs previous 13F +16,632 shares

    0.14% of the 13F portfolio, value $8,283,776.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 102,765 shares
    Change vs previous 13F +14,719 shares

    0.21% of the 13F portfolio, value $6,341,606.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 88,046 shares
    Change vs previous 13F +12,247 shares

    0.19% of the 13F portfolio, value $5,212,299.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 75,799 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,034,037.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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