Skip to main content
Livermore
Livermore
ZHEN

Dougherty Wealth Advisers LLC

SEC CIK
0001755933
Latest filing
Jul 22, 2026

FICO holding history

Fair Isaac Corp in every 13F filed by Dougherty Wealth Advisers LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FICO overviewAll 13F holders of FICOFull Q2 2026 holdings

Shares (Q2 2026)
223
Value
$266.4K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of FICO by Dougherty Wealth Advisers LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026223$266.4K0.1%00.0%UnchangedHolders
Q1 2026223$238.1K0.2%00.0%UnchangedHolders
Q4 2025223$377.0K0.2%00.0%UnchangedHolders
Q3 2025223$333.7K0.2%00.0%UnchangedHolders
Q2 2025223$407.6K0.3%00.0%UnchangedHolders
Q1 2025223$411.2K0.3%00.0%UnchangedHolders
Q4 2024223$444.0K0.3%00.0%UnchangedHolders
Q3 2024223$433.4K0.3%00.0%UnchangedHolders
Q2 2024223$332.0K0.3%00.0%UnchangedHolders
Q1 2024223$278.7K0.2%−55−19.8%ReducedHolders
Q4 2023278$323.6K0.3%00.0%UnchangedHolders
Q3 2023278$241.5K0.3%00.0%UnchangedHolders
Q2 2023278$225.0K0.3%00.0%UnchangedHolders
Q1 2023278$195.3K0.3%−46−14.2%ReducedHolders
Q4 2022324$193.9K0.3%00.0%UnchangedHolders
Q3 2022324$133.0K0.3%00.0%UnchangedHolders
Q2 2022324$130.0K0.2%00.0%UnchangedHolders
Q1 2022324$151.0K0.2%00.0%UnchangedHolders
Q4 2021324$141.0K0.2%00.0%UnchangedHolders
Q3 2021324$129.0K0.2%00.0%UnchangedHolders
Q2 2021324$163.0K0.2%00.0%UnchangedHolders
Q1 2021324$157.0K0.2%––Holders

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