Fiserv shares owned by Burling Wealth Partners
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Burling Wealth Partners
from 13F filings
Historical chart of Burling Wealth Partners investment in Fiserv
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Quarterly reported holdings in Fiserv by Burling Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $589k | 4.6k | 128.93 |
| 2025-06-30 | $1.0M | 5.9k | 172.41 |
| 2025-03-31 | $1.5M | 6.8k | 220.83 |