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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

FISV holding history

Fiserv Inc in every 13F filed by Heritage Wealth Advisors, 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)
2,035
Value
$99.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FISV by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,035$99.8K<0.1%00.0%UnchangedHolders
Q1 20262,035$113.6K<0.1%00.0%UnchangedHolders
Q4 20252,035$136.7K<0.1%−1,424−41.2%ReducedHolders
Q3 20253,459$446.0K<0.1%−49−1.4%ReducedHolders
Q2 20253,508$604.8K<0.1%−8−0.2%ReducedHolders
Q1 20253,516$776.4K<0.1%−3−0.1%ReducedHolders
Q4 20243,519$722.9K<0.1%−45−1.3%ReducedHolders
Q3 20243,564$640.3K<0.1%+14+0.4%AddedHolders
Q2 20243,550$529.1K<0.1%00.0%UnchangedHolders
Q1 20243,550$567.4K<0.1%00.0%UnchangedHolders
Q4 20233,550$471.6K<0.1%00.0%UnchangedHolders
Q3 20233,550$401.0K<0.1%−278−7.3%ReducedHolders
Q2 20233,828$482.9K<0.1%+28+0.7%AddedHolders
Q1 20233,800$429.5K<0.1%00.0%UnchangedHolders
Q4 20223,800$384.1K<0.1%00.0%UnchangedHolders
Q3 20223,800$355.6K<0.1%+3,000+375.0%AddedHolders
Q2 2022800$71.0K<0.1%00.0%UnchangedHolders
Q1 2022800$81.0K<0.1%00.0%UnchangedHolders
Q4 2021800$83.0K<0.1%00.0%UnchangedHolders
Q3 2021800$86.8K<0.1%00.0%UnchangedHolders
Q2 2021800$85.5K<0.1%00.0%UnchangedHolders
Q1 2021800$95.2K<0.1%––Holders

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