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TRUE Private Wealth Advisors

SEC CIK
0001667074
Latest filing
Jul 23, 2026

FISV holding history

Fiserv Inc in every 13F filed by TRUE Private 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
19
Since Q1 2021
Holdings of FISV by TRUE Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,676−100.0%Sold outHolders
Q3 20251,676$216.1K<0.1%−109−6.1%ReducedHolders
Q2 20251,785$307.8K<0.1%+86+5.1%AddedHolders
Q1 20251,699$375.2K<0.1%−12−0.7%ReducedHolders
Q4 20241,711$351.5K<0.1%+181+11.8%AddedHolders
Q3 20241,530$274.9K<0.1%−3,446−69.3%ReducedHolders
Q2 20244,976$741.6K0.1%+114+2.3%AddedHolders
Q1 20244,862$777.1K0.1%+119+2.5%AddedHolders
Q4 20234,743$630.0K0.1%+760+19.1%AddedHolders
Q3 20233,983$449.9K0.1%+521+15.0%AddedHolders
Q2 20233,462$436.7K0.1%+78+2.3%AddedHolders
Q1 20233,384$382.5K0.1%−38−1.1%ReducedHolders
Q4 20223,422$345.8K0.1%+221+6.9%AddedHolders
Q3 20223,201$299.0K<0.1%+59+1.9%AddedHolders
Q2 20223,142$279.0K<0.1%−525−14.3%ReducedHolders
Q1 20223,667$376.0K0.1%+102+2.9%AddedHolders
Q4 20213,565$370.0K0.1%−275−7.2%ReducedHolders
Q3 20213,840$416.0K0.1%+71+1.9%AddedHolders
Q2 20213,769$402.0K0.1%−715−15.9%ReducedHolders
Q1 20214,484$534.0K0.1%––Holders

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