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Livermore
Livermore
ZHEN

CM Wealth Advisors LLC

SEC CIK
0001764581
Latest filing
Aug 10, 2026

FISV holding history

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

FISV overviewAll 13F holders of FISVFull Q2 2026 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q2 2022
Holdings of FISV by CM Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−2,410−100.0%Sold outHolders
Q3 20252,410$310.7K0.1%00.0%UnchangedHolders
Q2 20252,410$415.5K0.1%00.0%UnchangedHolders
Q1 20252,410$532.2K0.2%00.0%UnchangedHolders
Q4 20242,410$495.1K0.2%00.0%UnchangedHolders
Q3 20242,410$433.0K0.1%00.0%UnchangedHolders
Q2 20242,410$359.2K0.2%00.0%UnchangedHolders
Q1 20242,410$368.8K0.1%00.0%UnchangedHolders
Q4 20232,410$320.1K0.1%00.0%UnchangedHolders
Q3 20232,410$294.4K0.1%00.0%UnchangedHolders
Q2 20232,410$301.2K0.1%00.0%UnchangedHolders
Q1 20232,410$285.0K0.1%00.0%UnchangedHolders
Q4 20222,410$243.6K0.1%00.0%UnchangedHolders
Q3 20222,410$225.5K0.1%00.0%UnchangedHolders
Q2 20222,410$214.4K0.1%–No prior filingHolders