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Disclosery

Clearstead Advisors, LLC: FISV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on FISV, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 17,209 FISV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,209 shares
    Change vs previous 13F -947 shares

    0.01% of the 13F portfolio, value $844,102.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,156 shares
    Change vs previous 13F -1,184 shares

    0.01% of the 13F portfolio, value $1,013,106.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 19,340 shares
    Change vs previous 13F -91,159 shares

    0.02% of the 13F portfolio, value $1,299,068.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 110,499 shares
    Change vs previous 13F +5,310 shares

    0.21% of the 13F portfolio, value $14,246,574.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 105,189 shares
    Change vs previous 13F -760 shares

    0.25% of the 13F portfolio, value $18,135,551.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 105,949 shares
    Change vs previous 13F -6,197 shares

    0.36% of the 13F portfolio, value $23,396,614.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 112,146 shares
    Change vs previous 13F -873 shares

    0.35% of the 13F portfolio, value $23,036,936.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 113,019 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $20,303,780.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).