RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv Inc in every 13F filed by RSM US Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overview All 13F holders of FISV Full Q2 2026 holdings

Shares (Q2 2026): 140,832
Value: $6.91M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of FISV by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	140,832	$6.91M	0.1%	−994−0.7%	Reduced	Holders
Q1 2026	141,826	$7.92M	0.1%	+30.0%	Added	Holders
Q4 2025	141,823	$9.58M	0.1%	+1,600+1.1%	Added	Holders
Q3 2025	140,223	$18.1M	0.2%	+3,477+2.5%	Added	Holders
Q2 2025	136,746	$23.6M	0.3%	−1,411−1.0%	Reduced	Holders
Q1 2025	138,157	$30.5M	0.5%	−9,415−6.4%	Reduced	Holders
Q4 2024	147,572	$30.3M	0.4%	−1,165−0.8%	Reduced	Holders
Q3 2024	148,737	$27.0M	0.4%	+194+0.1%	Added	Holders
Q2 2024	148,543	$21.9M	0.4%	+30,399+25.7%	Added	Holders
Q1 2024	118,144	$18.9M	0.5%	−429−0.4%	Reduced	Holders
Q4 2023	118,573	$15.8M	0.4%	−1,405−1.2%	Reduced	Holders
Q3 2023	119,978	$13.6M	0.5%	−663−0.5%	Reduced	Holders
Q2 2023	120,641	$15.2M	0.5%	−2,117−1.7%	Reduced	Holders
Q1 2023	122,758	$13.9M	0.5%	−2,444−2.0%	Reduced	Holders
Q4 2022	125,202	$12.7M	0.6%	−82−0.1%	Reduced	Holders
Q3 2022	125,284	$11.7M	0.7%	−19,636−13.5%	Reduced	Holders
Q2 2022	144,920	$12.9M	0.7%	+18,642+14.8%	Added	Holders
Q1 2022	126,278	$12.8M	0.6%	00.0%	Unchanged	Holders
Q4 2021	126,278	$13.1M	0.6%	−7,355−5.5%	Reduced	Holders
Q3 2021	133,633	$14.5M	0.8%	−126−0.1%	Reduced	Holders
Q2 2021	133,759	$14.3M	0.8%	00.0%	Unchanged	Holders
Q1 2021	133,759	$15.9M	1.0%	–	–	Holders

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