Perennial Advisors, LLC

SEC CIK: 0001697360
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv Inc in every 13F filed by Perennial Advisors, 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): 28,128
Value: $1.38M
% of portfolio: 0.2%
Quarters held: 21; Since Q1 2021

Holdings of FISV by Perennial Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	28,128	$1.38M	0.2%	−1,205−4.1%	Reduced	Holders
Q1 2026	29,333	$1.64M	0.3%	−2,060−6.6%	Reduced	Holders
Q4 2025	31,393	$2.11M	0.4%	−43,202−57.9%	Reduced	Holders
Q3 2025	74,595	$9.62M	1.7%	+997+1.4%	Added	Holders
Q2 2025	73,598	$12.7M	2.4%	+708+1.0%	Added	Holders
Q1 2025	72,890	$16.1M	3.2%	−1,945−2.6%	Reduced	Holders
Q4 2024	74,835	$15.4M	3.3%	–	No prior filing	Holders
Q3 2024	–	–	–	–	Not filed	Holders
Q2 2024	75,123	$11.2M	2.5%	−437−0.6%	Reduced	Holders
Q1 2024	75,560	$12.1M	2.8%	−2,160−2.8%	Reduced	Holders
Q4 2023	77,720	$10.3M	2.5%	+309+0.4%	Added	Holders
Q3 2023	77,411	$8.74M	2.4%	+121+0.2%	Added	Holders
Q2 2023	77,290	$9.75M	2.5%	+466+0.6%	Added	Holders
Q1 2023	76,824	$8.68M	2.5%	−401−0.5%	Reduced	Holders
Q4 2022	77,225	$7.81M	2.5%	−1,062−1.4%	Reduced	Holders
Q3 2022	78,287	$7.33M	2.4%	+350+0.4%	Added	Holders
Q2 2022	77,937	$6.93M	2.2%	+500+0.6%	Added	Holders
Q1 2022	77,437	$7.85M	2.1%	+3,167+4.3%	Added	Holders
Q4 2021	74,270	$7.71M	2.1%	+3,265+4.6%	Added	Holders
Q3 2021	71,005	$7.70M	2.3%	+1,496+2.2%	Added	Holders
Q2 2021	69,509	$7.43M	2.2%	+1,260+1.8%	Added	Holders
Q1 2021	68,249	$8.12M	2.6%	–	–	Holders

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