Empirical Financial Services, LLC d.b.a. Empirical Wealth Management: FISV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Financial Services, LLC d.b.a. Empirical Wealth Management on FISV, newest first. How the timeline and the estimate are built.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 57,658 FISV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.
the latest 13F is the newest step
- period ended2026-06-3013F 57,658 sharesChange vs previous 13F +5,970 shares
0.04% of the 13F portfolio, value $2,828,126.
13F-HR 0001085146-26-000512 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 51,688 sharesChange vs previous 13F +9,446 shares
0.05% of the 13F portfolio, value $2,884,191.
13F-HR 0001085146-26-000381 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 42,242 sharesChange vs previous 13F +3,313 shares
0.05% of the 13F portfolio, value $2,837,396.
13F-HR 0001085146-26-000089 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 38,929 sharesChange vs previous 13F -30,984 shares
0.1% of the 13F portfolio, value $5,019,117.
13F-HR 0001085146-25-005977 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 69,913 sharesChange vs previous 13F -8,323 shares
0.27% of the 13F portfolio, value $12,053,702.
13F-HR 0001085146-25-004013 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 78,236 sharesChange vs previous 13F +70,179 shares
0.45% of the 13F portfolio, value $17,276,857.
13F-HR 0001085146-25-002824 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 8,057 sharesChange vs previous 13F +375 shares
0.05% of the 13F portfolio, value $1,655,069.
13F-HR 0001085146-25-000387 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,682 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $1,380,072.
13F-HR 0001085146-24-005297 filed by Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).