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HighMark Wealth Management LLC

SEC CIK
0001802451
Latest filing
Aug 12, 2026

FISV holding history

Fiserv Inc in every 13F filed by HighMark Wealth Management 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 (Q3 2024)
0
Sold out in Q3 2024
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2022
Holdings of FISV by HighMark Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20240$00.0%−30−100.0%Sold outHolders
Q2 202430$4.47K<0.1%−38−55.9%ReducedHolders
Q1 202468$10.9K<0.1%−5−6.8%ReducedHolders
Q4 202373$9.70K<0.1%+5+7.4%AddedHolders
Q3 202368$7.68K<0.1%00.0%UnchangedHolders
Q2 202368$7.57K<0.1%+8+13.3%AddedHolders
Q1 202360$6.78K<0.1%00.0%UnchangedHolders
Q4 202260$6.06K<0.1%+60NewHolders