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Disclosery

D.A. DAVIDSON & CO.: FISV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of D.A. DAVIDSON & CO. on FISV, newest first. How the timeline and the estimate are built.

D.A. DAVIDSON & CO. held 67,760 FISV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 67,760 shares
    Change vs previous 13F +3,421 shares

    0.02% of the 13F portfolio, value $3,323,628.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 64,339 shares
    Change vs previous 13F +13,441 shares

    0.02% of the 13F portfolio, value $3,590,116.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 50,898 shares
    Change vs previous 13F -91,819 shares

    0.02% of the 13F portfolio, value $3,418,819.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 142,717 shares
    Change vs previous 13F -14,592 shares

    0.12% of the 13F portfolio, value $18,400,503.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 157,309 shares
    Change vs previous 13F -6,355 shares

    0.19% of the 13F portfolio, value $27,121,645.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 163,664 shares
    Change vs previous 13F +4,934 shares

    0.29% of the 13F portfolio, value $36,141,921.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 158,730 shares
    Change vs previous 13F -12,535 shares

    0.27% of the 13F portfolio, value $32,606,317.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 171,265 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $30,767,757.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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