Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
2024-12-31 $2.6M 12k 205.42
2024-09-30 $2.3M 13k 179.65
2024-06-30 $1.9M 13k 149.04
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

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Apple (AAPL)
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Victory Portfolios Ii Core Intrmediate (UBND)
Visa Com Cl A (V)
Amazon (AMZN)
Applovin Corp Com Cl A (APP)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Morgan Stanley
Harris Associates L.P
Jpmorgan Chase & Co
Massachusetts Financial Services
Nuveen Asset Management
Norges Bank Investment Management
Invesco

View all funds holding Fiserv