WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
FISV holding history
Fiserv Inc in every 13F filed by WealthPLAN Partners, 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 (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −847−100.0% | Sold out | Holders |
| Q2 2023 | 847 | $106.8K | <0.1% | −1,355−61.5% | Reduced | Holders |
| Q1 2023 | 2,202 | $248.9K | <0.1% | −374−14.5% | Reduced | Holders |
| Q4 2022 | 2,576 | $298.8K | <0.1% | – | No prior filing | Holders |
| Q2 2022 | – | – | – | – | Not filed | Holders |
| Q1 2022 | 2,651 | $260.0K | <0.1% | +355+15.5% | Added | Holders |
| Q4 2021 | 2,296 | $243.0K | <0.1% | −200−8.0% | Reduced | Holders |
| Q3 2021 | 2,496 | $257.0K | <0.1% | +37+1.5% | Added | Holders |
| Q2 2021 | 2,459 | $275.0K | <0.1% | +2,459 | New | Holders |