시스코 시스템즈, Inc.
MX ˙ BMV ˙ US17275R1023
SecurityMX:CSCO / Cisco Systems, Inc.
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership16,272 shares
Latest Disclosed Value $ 1,262,544
Heritage Wealth Advisors reports 19.29% decrease in ownership of CSCO / Cisco Systems, Inc.

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 16,272 shares of Cisco Systems, Inc. (MX:CSCO) valued at $1,262,544 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 20,161 shares of Cisco Systems, Inc.. This represents a change in shares of -19.29% 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)
2026-05-13 2026-03-31 13F Cisco Systems COM 17275R102 16,272 -3,889 -19.29 1,263 -18.74 0.0493
2026-02-13 2025-12-31 13F Cisco Systems COM 17275R102 20,161 -965 -4.57 1,553 7.47 0.0593
2025-11-13 2025-09-30 13F Cisco Systems COM 17275R102 21,126 -75 -0.35 1,445 -1.70 0.0633
2025-08-11 2025-06-30 13F Cisco Systems COM 17275R102 21,201 -107 -0.50 1,471 11.87 0.0699
2025-05-08 2025-03-31 13F Cisco Systems COM 17275R102 21,308 43 0.20 1,315 4.45 0.0666
2025-02-12 2024-12-31 13F Cisco Systems COM 17275R102 21,265 -242 -1.13 1,259 9.97 0.0624
2024-11-12 2024-09-30 13F Cisco Systems COM 17275R102 21,507 66 0.31 1,145 12.38 0.0537
2024-12-12 2024-06-30 13F/A-1 Cisco Systems COM 17275R102 21,441 -1,074 -4.77 1,019 -9.35 0.0460
2024-08-06 2024-06-30 13F Cisco Systems COM 17275R102 21,441 -1,074 1,019 0.0460
2024-12-12 2024-03-31 13F/A-1 Cisco Systems COM 17275R102 22,515 -1,237 -5.21 1,124 -6.34 0.0513
2024-05-08 2024-03-31 13F Cisco Systems COM 17275R102 20,677 -3,075 1,032 0.0473
2024-12-12 2023-12-31 13F/A-1 Cisco Systems COM 17275R102 23,752 631 2.73 1,200 -3.46 0.0597
2024-02-12 2023-12-31 13F Cisco Systems COM 17275R102 22,152 -969 1,119 0.0558
2024-12-12 2023-09-30 13F/A-1 Cisco Systems COM 17275R102 23,121 -262 -1.12 1,243 2.73 0.0678
2023-11-09 2023-09-30 13F Cisco Systems COM 17275R102 23,121 -262 1,243 0.0678
2024-12-12 2023-06-30 13F/A-1 Cisco Systems COM 17275R102 23,383 -1,155 -4.71 1,210 -5.69 0.0640
2023-08-09 2023-06-30 13F Cisco Systems COM 17275R102 23,383 -1,155 1,210 0.0640
2023-05-04 2023-03-31 13F Cisco Systems COM 17275R102 24,538 -99 -0.40 1,283 9.29 0.0715
2024-12-12 2022-12-31 13F/A-1 Cisco Systems COM 17275R102 24,637 -811 -3.19 1,174 15.34 0.0680
2023-02-07 2022-12-31 13F Cisco Systems COM 17275R102 24,637 -811 1,174 0.0680
2024-12-12 2022-09-30 13F/A-1 Cisco Systems COM 17275R102 25,448 2,294 9.91 1,018 0.0738
2022-11-10 2022-09-30 13F Cisco Systems COM 17275R102 25,448 2,294 1 0.0738
2022-08-04 2022-06-30 13F Cisco Systems COM 17275R102 23,154 478 2.11 1 -100.00 0.0686
2022-05-11 2022-03-31 13F Cisco Systems COM 17275R102 22,676 -32,078 -58.59 1 -66.67 0.0699
2022-03-28 2021-12-31 13F/A-1 Cisco Systems COM 17275R102 54,754 2,150 4.09 3 -99.90 0.1906
2022-02-02 2021-12-31 13F Cisco Systems COM 17275R102 54,754 2,150 3,470 0.1905
2021-11-02 2021-09-30 13F Cisco Systems COM 17275R102 52,604 0 0.00 2,863 2.73 0.1754
2021-08-09 2021-06-30 13F/A-1 Cisco Systems COM 17275R102 52,604 1,350 2.63 2,788 5.17 0.1717
2021-07-27 2021-06-30 13F Cisco Systems COM 17275R102 50,777 -477 2,272 0.1420
2021-04-27 2021-03-31 13F Cisco Systems COM 17275R102 51,254 477 0.94 2,650 16.64 0.1598
2021-02-01 2020-12-31 13F Cisco Systems COM 17275R102 50,777 32,250 174.07 2,272 211.66 0.1420
2020-11-03 2020-09-30 13F Cisco Systems COM 17275R102 18,527 -769 -3.99 730 -18.91 0.0942
2020-07-17 2020-06-30 13F/A-1 Cisco Systems COM 17275R102 19,296 0 0.00 900 18.60 0.1259
2020-07-17 2020-06-30 13F Cisco Systems COM 17275R102 196 -19,100 899 125,805.5262
2020-05-05 2020-03-31 13F Cisco Systems COM 17275R102 19,296 533 2.84 759 -15.68 0.1359
2020-02-04 2019-12-31 13F Cisco Systems COM 17275R102 18,763 57 0.30 900 -2.71 0.1188
2019-10-30 2019-09-30 13F Cisco Systems COM 17275R102 18,706 1,596 9.33 924 -1.28 0.1362
2019-08-05 2019-06-30 13F Cisco Systems COM 17275R102 17,110 3,234 23.31 936 24.97 0.1435
2019-05-06 2019-03-31 13F Cisco Systems COM 17275R102 13,876 1,301 10.35 749 37.68 0.1231
2019-01-26 2018-12-31 13F Cisco Systems COM 17275R102 12,575 430 3.54 544 -7.80 0.1063
2018-11-14 2018-09-30 13F Cisco Systems COM 17275R102 12,145 0 0.00 590 12.60 0.1156
2018-07-19 2018-06-30 13F CISCO SYS COM 17275R102 12,145 0 0.00 524 0.19 0.1959
2018-05-10 2018-03-31 13F CISCO SYS COM 17275R102 12,145 -160 -1.30 523 11.28 0.2171
2018-02-02 2017-12-31 13F CISCO SYS COM 17275R102 12,305 341 2.85 470 16.63 0.2011
2017-11-07 2017-09-30 13F CISCO SYS COM 17275R102 11,964 3,109 35.11 403 45.49 0.2028
2017-07-27 2017-06-30 13F CISCO SYS COM 17275R102 8,855 110 1.26 277 -6.73 0.1434
2017-05-10 2017-03-31 13F CISCO SYS COM 17275R102 8,745 -350 -3.85 297 7.22 0.1601
2017-01-27 2016-12-31 13F CISCO SYS COM 17275R102 9,095 -3,000 -24.80 277 -27.68 0.1810
2016-10-28 2016-09-30 13F CISCO SYS COM 17275R102 12,095 -5,092 -29.63 383 -22.15 0.2653
2016-08-04 2016-06-30 13F CISCO SYS COM 17275R102 17,187 3,016 21.28 492 21.78 0.3322
2016-05-02 2016-03-31 13F CISCO SYS COM 17275R102 14,171 0 0.00 404 5.21 0.3166
2016-02-02 2015-12-31 13F CISCO SYS COM 17275R102 14,171 -1,193 -7.76 384 -4.95 0.3236
2015-10-22 2015-09-30 13F CISCO SYS COM 17275R102 15,364 -717 -4.46 404 -7.97 0.3472
2015-08-06 2015-06-30 13F CISCO SYS COM 17275R102 16,081 350 2.22 439 1.15 0.3644
2015-05-06 2015-03-31 13F CISCO SYS COM 17275R102 15,731 1,910 13.82 434 13.02 0.3580
2015-02-10 2014-12-31 13F CISCO SYS COM 17275R102 13,821 13,821 384 0.3430
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.