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Livermore
Livermore
ZHEN

Beacon Bridge Wealth Partners, LLC

SEC CIK
0001965468
Latest filing
Aug 5, 2026

FISV holding history

Fiserv Inc in every 13F filed by Beacon Bridge Wealth Partners, 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q4 2022
Holdings of FISV by Beacon Bridge Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−5,844−100.0%Sold outHolders
Q1 20265,844$326.1K0.1%−1,976−25.3%ReducedHolders
Q4 20257,820$525.3K0.2%+44+0.6%AddedHolders
Q3 20257,776$1.00M0.4%+24+0.3%AddedHolders
Q2 20257,752$1.34M0.5%−10−0.1%ReducedHolders
Q1 20257,762$1.71M0.7%+10+0.1%AddedHolders
Q4 20247,752$1.59M0.7%00.0%UnchangedHolders
Q3 20247,752$1.39M0.6%00.0%UnchangedHolders
Q2 20247,752$1.16M0.5%−387−4.8%ReducedHolders
Q1 20248,139$1.30M0.6%00.0%UnchangedHolders
Q4 20238,139$1.08M0.5%00.0%UnchangedHolders
Q3 20238,139$919.4K0.5%−400−4.7%ReducedHolders
Q2 20238,539$1.08M0.6%00.0%UnchangedHolders
Q1 20238,539$965.2K0.6%00.0%UnchangedHolders
Q4 20228,539$863.0K0.6%–No prior filingHolders