ProVise Management Group, LLC

SEC CIK: 0001305707
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

FISV holding history

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

FISV overview All 13F holders of FISV Full Q2 2026 holdings

Shares (Q4 2025): 0; Sold out in Q4 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 19; Since Q1 2021

Holdings of FISV by ProVise Management Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2025	0	$0	0.0%	−4,874−100.0%	Sold out	Holders
Q3 2025	4,874	$628.4K	<0.1%	−53,547−91.7%	Reduced	Holders
Q2 2025	58,421	$10.1M	0.8%	+2,667+4.8%	Added	Holders
Q1 2025	55,754	$12.3M	1.0%	−2,476−4.3%	Reduced	Holders
Q4 2024	58,230	$12.0M	1.0%	−987−1.7%	Reduced	Holders
Q3 2024	59,217	$10.6M	0.8%	+194+0.3%	Added	Holders
Q2 2024	59,023	$8.80M	0.7%	+238+0.4%	Added	Holders
Q1 2024	58,785	$9.40M	0.8%	+3,945+7.2%	Added	Holders
Q4 2023	54,840	$7.28M	0.6%	+119+0.2%	Added	Holders
Q3 2023	54,721	$6.18M	0.6%	+2,618+5.0%	Added	Holders
Q2 2023	52,103	$6.57M	0.6%	+1,229+2.4%	Added	Holders
Q1 2023	50,874	$5.75M	0.5%	−8,832−14.8%	Reduced	Holders
Q4 2022	59,706	$6.03M	0.6%	+7,074+13.4%	Added	Holders
Q3 2022	52,632	$4.92M	0.6%	+593+1.1%	Added	Holders
Q2 2022	52,039	$4.63M	0.5%	−681−1.3%	Reduced	Holders
Q1 2022	52,720	$5.35M	0.5%	+2,830+5.7%	Added	Holders
Q4 2021	49,890	$5.18M	0.5%	+21,820+77.7%	Added	Holders
Q3 2021	28,070	$3.05M	0.3%	+11,372+68.1%	Added	Holders
Q2 2021	16,698	$1.78M	0.2%	+3,170+23.4%	Added	Holders
Q1 2021	13,528	$1.61M	0.2%	–	–	Holders

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