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Disclosery

Jacobsen Capital Management: FISV position timeline

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

Jacobsen Capital Management held 0 FISV shares at 2025-12-31 per its 13F-HR filed 2026-01-26.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,767 shares

    13F-HR 0001782491-26-000001 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 1,767 shares
    Change vs previous 13F +97 shares

    0.08% of the 13F portfolio, value $227,819.

    13F-HR 0001782491-25-000006 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,670 shares
    Change vs previous 13F -24 shares

    0.11% of the 13F portfolio, value $287,925.

    13F-HR 0001782491-25-000004 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 1,694 shares
    Change vs previous 13F +45 shares

    0.16% of the 13F portfolio, value $374,086.

    13F-HR 0001782491-25-000002 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 1,649 shares
    Change vs previous 13F -23 shares

    0.14% of the 13F portfolio, value $338,738.

    13F-HR 0001782491-25-000001 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 1,672 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $300,375.

    13F-HR 0001782491-24-000005 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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