Fiserv shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 35k | 128.93 |
| 2025-06-30 | $5.7M | 33k | 172.41 |
| 2025-03-31 | $7.3M | 33k | 220.83 |
| 2024-12-31 | $7.0M | 34k | 205.42 |
| 2024-09-30 | $6.3M | 35k | 179.65 |
| 2024-06-30 | $5.3M | 36k | 149.04 |
| 2024-03-31 | $5.8M | 36k | 159.82 |
| 2023-12-31 | $4.9M | 37k | 132.84 |
| 2023-09-30 | $4.2M | 37k | 112.96 |
| 2023-06-30 | $5.3M | 42k | 126.15 |
| 2023-03-31 | $4.8M | 42k | 113.03 |
| 2022-12-31 | $4.2M | 41k | 101.07 |