Cedar Mountain Advisors, LLC FISV — FISERV INC

Ownership history in Cedar Mountain Advisors, LLC  ·  28 quarters on record

AI Ownership Summary

Cedar Mountain Advisors, LLC reported FISERV INC (FISV) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows FISV at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FISV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cedar Mountain Advisors, LLC's position in FISERV INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FISV was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FISV stock page Cedar Mountain Advisors, LLC fund profile Cedar Mountain Advisors, LLC full holdings
How Cedar Mountain Advisors, LLC held FISV — position size vs. price
% of Fund (quarterly)    FISV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 11 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 46 -1,085 -95.9% 0.00% $2K 2026-07-02 $52.33
2026 Q1 ADDED — — — 1,131 +1,085 +2358.7% 0.00% $20K 2026-04-30 $62.65
2026 Q1 ADDED — — — 46 +40 +666.7% 0.00% $3K 2026-04-30 $62.65
2025 Q4 REDUCED 96.9% -16.9% ✅ 6 -190 -96.9% 0.00% $403 2026-02-11 $62.11
2025 Q3 ADDED — — — 196 +45 +29.8% 0.00% $25K 2025-10-24 $125.17
2025 Q2 UNCHANGED — — — 151 — 0% 0.01% $26K 2025-07-22 $165.98
2025 Q1 REDUCED 6.8% -21.9% ✅ 151 -11 -6.8% 0.01% $33K 2025-04-14 $212.24
2024 Q4 REDUCED 15.2% +7.5% ❌ 162 -29 -15.2% 0.01% $33K 2025-01-21 $208.98
2024 Q3 ADDED — — — 191 +57 +42.5% 0.01% $34K 2024-10-15 $194.02
2024 Q2 UNCHANGED — — — 134 — 0% 0.00% $20K 2024-07-11 $151.25
2024 Q1 UNCHANGED — — — 134 — 0% 0.01% $21K 2024-04-16 $146.40
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FISV

As of 2026 Q2 — sorted by position size

Sarver Vrooman Wealth Advisors 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% CX Institutional 3Y 7Y 0.01% Miller Global Investments, LLC 0.01% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0% Noble Wealth Management PBC 0.0% EASTERN BANK 3Y 7Y 0.0%

FAQ About Cedar Mountain Advisors, LLC and FISV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cedar Mountain Advisors, LLC reported owning FISV?

Cedar Mountain Advisors, LLC reported FISV across 11 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FISV position in Cedar Mountain Advisors, LLC's portfolio?

The largest reported portfolio weight for FISV was 0.01% in 2024 Q3.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2026 Q2, when Cedar Mountain Advisors, LLC reported 46 shares, equal to 0.00% of portfolio, with an estimated market value of $2K.

What does the chart on this FISV ownership page compare?

The chart compares Cedar Mountain Advisors, LLC's quarterly FISV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cedar Mountain Advisors, LLC time their FISV position?

Based on 13F filing dates vs. subsequent FISV price moves, Cedar Mountain Advisors, LLC correctly timed 3 out of 12 reported position changes (25%). The annualised alpha on FISV relative to SPY over the holding period was -24.0%.

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