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Disclosery

HB Wealth Management, LLC: FISV position timeline

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

HB Wealth Management, LLC held 23,164 FISV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,164 shares
    Change vs previous 13F -7,135 shares

    0.01% of the 13F portfolio, value $1,136,197.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 30,299 shares
    Change vs previous 13F +4,629 shares

    0.01% of the 13F portfolio, value $1,690,688.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 25,670 shares
    Change vs previous 13F -6,584 shares

    0.01% of the 13F portfolio, value $1,724,258.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 32,254 shares
    Change vs previous 13F -352 shares

    0.03% of the 13F portfolio, value $4,158,618.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 32,606 shares
    Change vs previous 13F -5,509 shares

    0.04% of the 13F portfolio, value $5,621,610.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 38,115 shares
    Change vs previous 13F +9,332 shares

    0.07% of the 13F portfolio, value $8,417,064.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 28,783 shares
    Change vs previous 13F +886 shares

    0.06% of the 13F portfolio, value $5,912,724.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 27,897 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,011,706.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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