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Disclosery

Trajan Wealth LLC: FISV position timeline

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

Trajan Wealth LLC held 280,369 FISV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 280,369 shares
    Change vs previous 13F +10,557 shares

    0.52% of the 13F portfolio, value $13,752,099.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 269,812 shares
    Change vs previous 13F +42,334 shares

    0.61% of the 13F portfolio, value $15,055,510.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 227,478 shares
    Change vs previous 13F +52,454 shares

    0.64% of the 13F portfolio, value $15,279,697.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 175,024 shares
    Change vs previous 13F -12,254 shares

    0.97% of the 13F portfolio, value $22,565,844.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 187,278 shares
    Change vs previous 13F +22,035 shares

    1.58% of the 13F portfolio, value $32,288,600.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 165,243 shares
    Change vs previous 13F +4,596 shares

    1.99% of the 13F portfolio, value $36,490,612.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 160,647 shares
    Change vs previous 13F +8,100 shares

    1.83% of the 13F portfolio, value $33,000,107.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 152,547 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $27,405,069.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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