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Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

FISV holding history

Fiserv Inc in every 13F filed by Segment 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 (Q4 2022)
0
Sold out in Q4 2022
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of FISV by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20220$00.0%−8,220−100.0%Sold outHolders
Q3 20228,220$769.0K0.1%−68−0.8%ReducedHolders
Q2 20228,288$737.0K0.1%−843−9.2%ReducedHolders
Q1 20229,131$926.0K0.1%+440+5.1%AddedHolders
Q4 20218,691$902.0K0.1%−384−4.2%ReducedHolders
Q3 20219,075$985.0K0.1%−330−3.5%ReducedHolders
Q2 20219,405$1.00M0.1%−6−0.1%ReducedHolders
Q1 20219,411$1.12M0.1%––Holders

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