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Disclosery

Taylor Financial Group, Inc.: FISV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Taylor Financial Group, Inc. on FISV, newest first. How the timeline and the estimate are built.

Taylor Financial Group, Inc. held 30,490 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 30,490 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,495,535.

    13F-HR 0001172661-26-002782 filed by Taylor Financial Group, Inc.
    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 30,490 shares
    Change vs previous 13F +2,644 shares

    1.03% of the 13F portfolio, value $1,701,342.

    13F-HR 0001172661-26-001849 filed by Taylor Financial Group, Inc.
    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 27,846 shares
    Change vs previous 13F -1,752 shares

    1.1% of the 13F portfolio, value $1,870,416.

    13F-HR 0001172661-26-000508 filed by Taylor Financial Group, Inc.
    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 29,598 shares
    Change vs previous 13F +1,735 shares

    2.2% of the 13F portfolio, value $3,816,070.

    13F-HR 0001172661-25-004521 filed by Taylor Financial Group, Inc.
    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 27,863 shares
    Change vs previous 13F +115 shares

    3% of the 13F portfolio, value $4,803,860.

    13F-HR 0001172661-25-002842 filed by Taylor Financial Group, Inc.
    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 27,748 shares
    Change vs previous 13F -494 shares

    4.26% of the 13F portfolio, value $6,127,591.

    13F-HR 0001172661-25-001677 filed by Taylor Financial Group, Inc.
    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 28,242 shares
    Change vs previous 13F 0 shares

    4.02% of the 13F portfolio, value $5,801,472.

    13F-HR 0001172661-25-000633 filed by Taylor Financial Group, Inc.
    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 28,242 shares
    Change vs previous 13F not available

    3.51% of the 13F portfolio, value $5,073,675.

    13F-HR 0001172661-24-004565 filed by Taylor Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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