Fiserv shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 13k | 159.82 |
| 2023-09-30 | $1.4M | 13k | 112.97 |
| 2023-06-30 | $1.6M | 13k | 126.16 |
| 2023-03-31 | $1.5M | 13k | 113.04 |
| 2022-12-31 | $1.5M | 15k | 101.08 |
| 2022-09-30 | $1.5M | 16k | 93.57 |
| 2022-06-30 | $1.4M | 16k | 88.95 |
| 2022-03-31 | $1.7M | 17k | 101.43 |
| 2021-12-31 | $1.8M | 17k | 103.77 |
| 2021-09-30 | $2.1M | 19k | 108.52 |
| 2021-06-30 | $2.1M | 20k | 106.90 |
| 2021-03-31 | $3.1M | 26k | 119.00 |
| 2020-12-31 | $2.8M | 25k | 113.84 |
| 2020-09-30 | $2.1M | 20k | 103.05 |
| 2020-06-30 | $2.0M | 21k | 97.61 |
| 2020-03-31 | $1.9M | 20k | 95.02 |
| 2019-12-31 | $13M | 1.4M | 9.21 |
| 2019-09-30 | $2.1M | 20k | 103.57 |
| 2019-06-30 | $1.5M | 16k | 91.11 |
| 2019-03-31 | $1.4M | 16k | 88.26 |
| 2018-12-31 | $1.2M | 16k | 73.47 |
| 2018-09-30 | $1.4M | 17k | 82.40 |
| 2018-06-30 | $1.2M | 17k | 74.07 |
| 2018-03-31 | $1.2M | 17k | 71.28 |
| 2017-12-31 | $1.3M | 9.6k | 131.15 |
| 2017-09-30 | $1.4M | 11k | 128.96 |
| 2017-06-30 | $1.3M | 11k | 122.37 |
| 2017-03-31 | $1.1M | 9.9k | 115.35 |
| 2016-12-31 | $1.2M | 11k | 106.31 |
| 2016-09-30 | $1.1M | 11k | 99.49 |
| 2016-06-30 | $1.2M | 11k | 108.71 |
| 2016-03-31 | $922k | 9.0k | 102.62 |
| 2015-12-31 | $794k | 8.7k | 91.42 |
| 2015-09-30 | $723k | 8.4k | 86.58 |
| 2015-06-30 | $677k | 8.2k | 82.77 |
| 2015-03-31 | $633k | 8.0k | 79.41 |
| 2014-12-31 | $486k | 6.8k | 71.04 |
| 2014-09-30 | $452k | 7.0k | 64.65 |
| 2014-06-30 | $422k | 7.0k | 60.36 |
| 2014-03-31 | $396k | 7.0k | 56.64 |
| 2013-12-31 | $505k | 8.6k | 59.02 |
| 2013-09-30 | $412k | 4.1k | 101.03 |
| 2013-06-30 | $356k | 4.1k | 87.30 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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