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Disclosery

CARY STREET PARTNERS ASSET MANAGEMENT LLC: FISV position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 6,555 FISV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,555 shares
    Change vs previous 13F -402 shares

    0.01% of the 13F portfolio, value $321,524.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,079 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 476 shares

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

  2. period ended2026-03-31
    13F 6,957 shares
    Change vs previous 13F -6,499 shares

    0.01% of the 13F portfolio, value $388,201.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 6,261 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 696 shares

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

  3. period ended2025-12-31
    13F 13,456 shares
    Change vs previous 13F -18,549 shares

    0.02% of the 13F portfolio, value $903,839.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 12,781 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 675 shares

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

  4. period ended2025-09-30
    13F 32,005 shares
    Change vs previous 13F -6,561 shares

    0.1% of the 13F portfolio, value $4,126,371.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 29,635 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,370 shares

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

  5. period ended2025-06-30
    13F 38,566 shares
    Change vs previous 13F -2,420 shares

    0.18% of the 13F portfolio, value $6,649,121.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 36,252 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,314 shares

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

  6. period ended2025-03-31
    13F 40,986 shares
    Change vs previous 13F -1,471 shares

    0.27% of the 13F portfolio, value $9,050,882.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 38,742 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,244 shares

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

  7. period ended2024-12-31
    13F 42,457 shares
    Change vs previous 13F -4,459 shares

    0.27% of the 13F portfolio, value $8,721,466.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 40,400 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 2,057 shares

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

  8. period ended2024-09-30
    13F 46,916 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,428,296.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 46,916 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 22,766 shares (included in another member's report, not added)

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