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Livermore
Livermore
ZHEN

Evermay Wealth Management LLC

SEC CIK
0001066816
Latest filing
Jul 27, 2026

FISV holding history

Fiserv Inc in every 13F filed by Evermay Wealth Management 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)
800
Value
$39.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FISV by Evermay Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026800$39.2K<0.1%−44−5.2%ReducedHolders
Q1 2026844$47.1K<0.1%00.0%UnchangedHolders
Q4 2025844$56.7K<0.1%00.0%UnchangedHolders
Q3 2025844$108.8K<0.1%00.0%UnchangedHolders
Q2 2025844$145.5K<0.1%00.0%UnchangedHolders
Q1 2025844$186.4K<0.1%−15−1.7%ReducedHolders
Q4 2024859$176.5K<0.1%00.0%UnchangedHolders
Q3 2024859$154.3K<0.1%00.0%UnchangedHolders
Q2 2024859$128.0K<0.1%00.0%UnchangedHolders
Q1 2024859$137.3K<0.1%−23−2.6%ReducedHolders
Q4 2023882$117.2K<0.1%+6+0.7%AddedHolders
Q3 2023876$99.0K<0.1%+76+9.5%AddedHolders
Q2 2023800$100.9K<0.1%00.0%UnchangedHolders
Q1 2023800$90.4K<0.1%00.0%UnchangedHolders
Q4 2022800$80.9K<0.1%00.0%UnchangedHolders
Q3 2022800$75.0K<0.1%00.0%UnchangedHolders
Q2 2022800$71.0K<0.1%−1,396−63.6%ReducedHolders
Q1 20222,196$223.0K<0.1%−220−9.1%ReducedHolders
Q4 20212,416$251.0K<0.1%00.0%UnchangedHolders
Q3 20212,416$262.0K0.1%−1,782−42.4%ReducedHolders
Q2 20214,198$449.0K0.1%−720−14.6%ReducedHolders
Q1 20214,918$585.0K0.1%––Holders

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