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Essential Planning, LLC.

SEC CIK
0001949824
Latest filing
Aug 3, 2026

FISV holding history

Fiserv Inc in every 13F filed by Essential Planning, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2024
Holdings of FISV by Essential Planning, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−1,170−100.0%Sold outHolders
Q4 20241,170$238.4K<0.1%+1,170NewHolders