Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

FISV holding history

Fiserv Inc in every 13F filed by Creative Planning, 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)
311,752
Value
$15.3M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FISV by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026311,752$15.3M<0.1%−52,182−14.3%ReducedHolders
Q1 2026363,934$20.3M<0.1%+144,875+66.1%AddedHolders
Q4 2025219,059$14.7M<0.1%−18,113−7.6%ReducedHolders
Q3 2025237,172$30.6M<0.1%+4,647+2.0%AddedHolders
Q2 2025232,525$40.1M<0.1%−13,991−5.7%ReducedHolders
Q1 2025246,516$54.4M0.1%+38,201+18.3%AddedHolders
Q4 2024208,315$42.8M<0.1%+59,910+40.4%AddedHolders
Q3 2024148,405$26.7M<0.1%+6,649+4.7%AddedHolders
Q2 2024141,756$21.1M<0.1%+2,548+1.8%AddedHolders
Q1 2024139,208$22.2M<0.1%+6,529+4.9%AddedHolders
Q4 2023132,679$17.6M<0.1%+4,100+3.2%AddedHolders
Q3 2023128,579$14.5M<0.1%+7,470+6.2%AddedHolders
Q2 2023121,109$15.3M<0.1%+4,165+3.6%AddedHolders
Q1 2023116,944$13.2M<0.1%−671−0.6%ReducedHolders
Q4 2022117,615$11.9M<0.1%+7,278+6.6%AddedHolders
Q3 2022110,337$10.3M<0.1%−313−0.3%ReducedHolders
Q2 2022110,650$9.84M<0.1%−1,908−1.7%ReducedHolders
Q1 2022112,558$11.4M<0.1%+21,607+23.8%AddedHolders
Q4 202190,951$9.44M<0.1%+925+1.0%AddedHolders
Q3 202190,026$9.77M<0.1%−1,960−2.1%ReducedHolders
Q2 202191,986$9.83M<0.1%−17,239−15.8%ReducedHolders
Q1 2021109,225$13.0M<0.1%––Holders

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