Ellenbecker Investment Group

SEC CIK: 0001731497
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

FISV holding history

Fiserv Inc in every 13F filed by Ellenbecker Investment Group, 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): 16,445
Value: $806.6K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of FISV by Ellenbecker Investment Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	16,445	$806.6K	0.1%	−543−3.2%	Reduced	Holders
Q1 2026	16,988	$947.9K	0.1%	−316−1.8%	Reduced	Holders
Q4 2025	17,304	$1.16M	0.2%	+226+1.3%	Added	Holders
Q3 2025	17,078	$2.20M	0.3%	−706−4.0%	Reduced	Holders
Q2 2025	17,784	$3.07M	0.5%	−12−0.1%	Reduced	Holders
Q1 2025	17,796	$3.93M	0.7%	−163−0.9%	Reduced	Holders
Q4 2024	17,959	$3.69M	0.7%	−33−0.2%	Reduced	Holders
Q3 2024	17,992	$3.23M	0.6%	−2,140−10.6%	Reduced	Holders
Q2 2024	20,132	$3.00M	0.6%	00.0%	Unchanged	Holders
Q1 2024	20,132	$3.22M	0.7%	00.0%	Unchanged	Holders
Q4 2023	20,132	$2.67M	0.6%	+843+4.4%	Added	Holders
Q3 2023	19,289	$2.18M	0.6%	−32−0.2%	Reduced	Holders
Q2 2023	19,321	$2.44M	0.6%	+169+0.9%	Added	Holders
Q1 2023	19,152	$2.16M	0.6%	00.0%	Unchanged	Holders
Q4 2022	19,152	$1.94M	0.6%	00.0%	Unchanged	Holders
Q3 2022	19,152	$1.79M	0.6%	+860+4.7%	Added	Holders
Q2 2022	18,292	$1.63M	0.5%	+493+2.8%	Added	Holders
Q1 2022	17,799	$1.80M	0.5%	−941−5.0%	Reduced	Holders
Q4 2021	18,740	$1.95M	0.5%	−2,835−13.1%	Reduced	Holders
Q3 2021	21,575	$2.34M	0.7%	−63−0.3%	Reduced	Holders
Q2 2021	21,638	$2.31M	0.8%	−350−1.6%	Reduced	Holders
Q1 2021	21,988	$2.62M	0.9%	–	–	Holders

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