Fiserv shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.2M | 62k | 67.17 |
| 2025-09-30 | $465k | 3.6k | 128.94 |
| 2025-06-30 | $530k | 3.1k | 172.42 |
| 2023-03-31 | $387k | 3.4k | 113.03 |
| 2022-12-31 | $467k | 4.6k | 101.07 |
| 2022-09-30 | $373k | 4.0k | 93.55 |
| 2022-06-30 | $346k | 3.9k | 88.97 |
| 2022-03-31 | $284k | 2.8k | 101.39 |