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Trace Wealth Advisors, LLC

SEC CIK
0002055838
Latest filing
Jul 28, 2026

FISV holding history

Fiserv Inc in every 13F filed by Trace Wealth Advisors, 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)
7,815
Value
$383.3K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of FISV by Trace Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,815$383.3K0.3%00.0%UnchangedHolders
Q1 20267,815$436.1K0.3%+7,815NewHolders