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Livermore
Livermore
ZHEN

Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

FISV holding history

Fiserv Inc in every 13F filed by Clearstead Advisors, LLC, 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 (Q2 2026)
17,209
Value
$844.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FISV by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,209$844.1K<0.1%−947−5.2%ReducedHolders
Q1 202618,156$1.01M<0.1%−1,184−6.1%ReducedHolders
Q4 202519,340$1.30M<0.1%−91,159−82.5%ReducedHolders
Q3 2025110,499$14.2M0.2%+5,310+5.0%AddedHolders
Q2 2025105,189$18.1M0.3%−760−0.7%ReducedHolders
Q1 2025105,949$23.4M0.4%−6,197−5.5%ReducedHolders
Q4 2024112,146$23.0M0.4%−873−0.8%ReducedHolders
Q3 2024113,019$20.3M0.3%−1,406−1.2%ReducedHolders
Q2 2024114,425$17.1M0.3%+104,510+1,054.1%AddedHolders
Q1 20249,915$1.52M0.1%−265−2.6%ReducedHolders
Q4 202310,180$1.35M0.1%+205+2.1%AddedHolders
Q3 20239,975$1.13M0.1%+68+0.7%AddedHolders
Q2 20239,907$1.25M0.1%−168−1.7%ReducedHolders
Q1 202310,075$1.14M0.1%−103−1.0%ReducedHolders
Q4 202210,178$1.03M0.1%00.0%UnchangedHolders
Q3 202210,178$952.0K0.1%−2,953−22.5%ReducedHolders
Q2 202213,131$1.17M0.1%+284+2.2%AddedHolders
Q1 202212,847$1.30M0.1%+365+2.9%AddedHolders
Q4 202112,482$1.30M0.1%+2,980+31.4%AddedHolders
Q3 20219,502$1.03M0.1%−42−0.4%ReducedHolders
Q2 20219,544$1.02M0.1%+42+0.4%AddedHolders
Q1 20219,502$1.13M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.