Executive Wealth Management, LLC

SEC CIK: 0001542611
Latest filing: Feb 13, 2025

SEC filings (opens in a new tab)

FISV holding history

Fiserv Inc in every 13F filed by Executive 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 overview All 13F holders of FISV Full Q4 2024 holdings

Shares (Q4 2021): 0; Sold out in Q4 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2021

Holdings of FISV by Executive Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2021	0	$0	0.0%	−47,426−100.0%	Sold out	Holders
Q3 2021	47,426	$5.14M	0.6%	−76−0.2%	Reduced	Holders
Q2 2021	47,502	$5.08M	0.6%	+3,487+7.9%	Added	Holders
Q1 2021	44,015	$5.24M	0.6%	–	–	Holders

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