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Waldron Private Wealth LLC

SEC CIK
0001598180
Latest filing
Jul 20, 2026

FISV holding history

Fiserv Inc in every 13F filed by Waldron Private Wealth 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 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of FISV by Waldron Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,022−100.0%Sold outHolders
Q3 20252,022$260.7K<0.1%00.0%UnchangedHolders
Q2 20252,022$348.6K<0.1%00.0%UnchangedHolders
Q1 20252,022$446.5K<0.1%−2,923−59.1%ReducedHolders
Q4 20244,945$1.02M<0.1%+110+2.3%AddedHolders
Q3 20244,835$868.6K<0.1%+1,442+42.5%AddedHolders
Q2 20243,393$505.7K<0.1%−17−0.5%ReducedHolders
Q1 20243,410$545.0K<0.1%+31+0.9%AddedHolders
Q4 20233,379$448.9K<0.1%−49−1.4%ReducedHolders
Q3 20233,428$387.2K<0.1%−225−6.2%ReducedHolders
Q2 20233,653$460.8K<0.1%−1,749−32.4%ReducedHolders
Q1 20235,402$610.6K<0.1%+530+10.9%AddedHolders
Q4 20224,872$455.0K<0.1%00.0%UnchangedHolders
Q3 20224,872$455.0K<0.1%−135−2.7%ReducedHolders
Q2 20225,007$445.0K<0.1%−385−7.1%ReducedHolders
Q1 20225,392$546.0K<0.1%+1,496+38.4%AddedHolders
Q4 20213,896$404.0K<0.1%00.0%UnchangedHolders
Q3 20213,896$422.0K<0.1%+1,373+54.4%AddedHolders
Q2 20212,523$269.0K<0.1%00.0%UnchangedHolders
Q1 20212,523$300.0K<0.1%––Holders

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