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SkyOak Wealth, LLC

SEC CIK
0001800379
Latest filing
Jul 30, 2026

FISV holding history

Fiserv Inc in every 13F filed by SkyOak Wealth, 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
19
Since Q1 2021
Holdings of FISV by SkyOak Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−3,097−100.0%Sold outHolders
Q3 20253,097$399.3K0.1%00.0%UnchangedHolders
Q2 20253,097$534.0K0.1%00.0%UnchangedHolders
Q1 20253,097$683.9K0.1%−66−2.1%ReducedHolders
Q4 20243,163$649.7K0.1%00.0%UnchangedHolders
Q3 20243,163$568.2K0.1%−61−1.9%ReducedHolders
Q2 20243,224$480.5K0.1%00.0%UnchangedHolders
Q1 20243,224$515.3K0.1%−991−23.5%ReducedHolders
Q4 20234,215$559.9K0.1%−1,244−22.8%ReducedHolders
Q3 20235,459$616.6K0.2%−246−4.3%ReducedHolders
Q2 20235,705$719.7K0.2%−384−6.3%ReducedHolders
Q1 20236,089$688.2K0.2%−611−9.1%ReducedHolders
Q4 20226,700$677.2K0.2%−678−9.2%ReducedHolders
Q3 20227,378$690.0K0.2%−1,139−13.4%ReducedHolders
Q2 20228,517$758.0K0.3%−731−7.9%ReducedHolders
Q1 20229,248$938.0K0.3%−201−2.1%ReducedHolders
Q4 20219,449$981.0K0.2%−99−1.0%ReducedHolders
Q3 20219,548$1.04M0.3%−140−1.4%ReducedHolders
Q2 20219,688$1.04M0.3%−251−2.5%ReducedHolders
Q1 20219,939$1.23M0.3%––Holders

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