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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

FISV holding history

Fiserv Inc in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overviewAll 13F holders of FISVFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q1 2023
Holdings of FISV by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,998−100.0%Sold outHolders
Q3 20252,998$386.5K<0.1%−255−7.8%ReducedHolders
Q2 20253,253$560.9K<0.1%−168−4.9%ReducedHolders
Q1 20253,421$755.5K0.1%+58+1.7%AddedHolders
Q4 20243,363$690.8K0.1%−34−1.0%ReducedHolders
Q3 20243,397$610.3K0.1%+532+18.6%AddedHolders
Q2 20242,865$427.0K<0.1%+49+1.7%AddedHolders
Q1 20242,816$450.1K<0.1%+137+5.1%AddedHolders
Q4 20232,679$355.9K<0.1%−76−2.8%ReducedHolders
Q3 20232,755$311.2K<0.1%+105+4.0%AddedHolders
Q2 20232,650$334.3K<0.1%+227+9.4%AddedHolders
Q1 20232,423$273.9K<0.1%+2,423NewHolders