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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

FISV holding history

Fiserv Inc in every 13F filed by Wealthspire Advisors, 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 (Q2 2026)
16,090
Value
$789.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of FISV by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,090$789.2K<0.1%+4,803+42.6%AddedHolders
Q1 202611,287$629.8K<0.1%+887+8.5%AddedHolders
Q4 202510,400$698.6K<0.1%−7,742−42.7%ReducedHolders
Q3 202518,142$2.34M<0.1%−5,860−24.4%ReducedHolders
Q2 202524,002$4.14M<0.1%−42−0.2%ReducedHolders
Q1 202524,044$5.31M<0.1%+11,323+89.0%AddedHolders
Q4 202412,721$2.61M<0.1%−796−5.9%ReducedHolders
Q3 202413,517$2.43M<0.1%+1,552+13.0%AddedHolders
Q2 202411,965$1.78M<0.1%−84−0.7%ReducedHolders
Q1 202412,049$1.93M<0.1%−224−1.8%ReducedHolders
Q4 202312,273$1.63M<0.1%−205−1.6%ReducedHolders
Q3 202312,478$1.41M<0.1%+2,217+21.6%AddedHolders
Q2 202310,261$1.29M<0.1%−335−3.2%ReducedHolders
Q1 202310,596$1.20M<0.1%−1,486−12.3%ReducedHolders
Q4 202212,082$1.22M<0.1%+257+2.2%AddedHolders
Q3 202211,825$1.11M<0.1%−2,285−16.2%ReducedHolders
Q2 202214,110$1.25M<0.1%+1,694+13.6%AddedHolders
Q1 202212,416$1.26M<0.1%−3,904−23.9%ReducedHolders
Q4 202116,320$1.69M<0.1%−5,318−24.6%ReducedHolders
Q3 202121,638$2.35M<0.1%+2,974+15.9%AddedHolders
Q2 202118,664$2.00M0.1%−6,388−25.5%ReducedHolders
Q1 202125,052$2.98M0.1%––Holders

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