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Consolidated Planning Corp

SEC CIK
0001805250
Latest filing
Jul 24, 2026

FISV holding history

Fiserv Inc in every 13F filed by Consolidated Planning Corp, 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 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q3 2021
Holdings of FISV by Consolidated Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−24,913−100.0%Sold outHolders
Q2 202524,913$4.30M0.5%+1,480+6.3%AddedHolders
Q1 202523,433$5.17M0.7%+639+2.8%AddedHolders
Q4 202422,794$4.68M0.6%+321+1.4%AddedHolders
Q3 202422,473$4.04M0.6%+3,064+15.8%AddedHolders
Q2 202419,409$2.89M0.5%+1,333+7.4%AddedHolders
Q1 202418,076$2.89M0.5%+354+2.0%AddedHolders
Q4 202317,722$2.35M0.4%+544+3.2%AddedHolders
Q3 202317,178$1.94M0.4%+17,178NewHolders
Q4 20210$00.0%−122−100.0%Sold outHolders
Q3 2021122$13.0K<0.1%+122NewHolders