HCR Wealth Advisors

SEC CIK: 0001697715
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv Inc in every 13F filed by HCR Wealth Advisors, 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 2025): 0; Sold out in Q2 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of FISV by HCR Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	0	$0	0.0%	−992−100.0%	Sold out	Holders
Q1 2025	992	$219.1K	<0.1%	+8+0.8%	Added	Holders
Q4 2024	984	$202.1K	<0.1%	+984	New	Holders