Phillips Wealth Planners LLC
- SEC CIK
- 0001962628
- Latest filing
- Aug 7, 2026
FISV holding history
Fiserv Inc in every 13F filed by Phillips Wealth Planners 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
- 11
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2025 | 0 | $0 | 0.0% | −1,998−100.0% | Sold out | Holders |
| Q3 2025 | 1,998 | $249.8K | 0.2% | +62+3.2% | Added | Holders |
| Q2 2025 | 1,936 | $329.9K | 0.3% | +14+0.7% | Added | Holders |
| Q1 2025 | 1,922 | $400.0K | 0.4% | +70+3.8% | Added | Holders |
| Q4 2024 | 1,852 | $371.3K | 0.4% | +47+2.6% | Added | Holders |
| Q3 2024 | 1,805 | $356.8K | 0.3% | +35+2.0% | Added | Holders |
| Q2 2024 | 1,770 | $263.5K | 0.3% | −17−1.0% | Reduced | Holders |
| Q1 2024 | 1,787 | $261.6K | 0.3% | +249+16.2% | Added | Holders |
| Q4 2023 | 1,538 | $212.0K | 0.3% | +1,538 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −1,634−100.0% | Sold out | Holders |
| Q2 2023 | 1,634 | $206.1K | 0.3% | −280−14.6% | Reduced | Holders |
| Q1 2023 | 1,914 | $232.4K | 0.3% | −7−0.4% | Reduced | Holders |
| Q4 2022 | 1,921 | $223.7K | 0.4% | – | No prior filing | Holders |