Fiserv shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 39k | 128.93 |
| 2025-06-30 | $12M | 70k | 172.41 |
| 2025-03-31 | $17M | 78k | 220.83 |
| 2024-12-31 | $1.7M | 8.1k | 205.42 |
| 2024-09-30 | $1.4M | 7.7k | 179.65 |
| 2024-06-30 | $1.0M | 6.8k | 149.04 |
| 2024-03-31 | $1.5M | 9.5k | 159.82 |
| 2023-12-31 | $1.2M | 9.2k | 132.84 |
| 2023-09-30 | $1.0M | 9.1k | 112.96 |
| 2023-06-30 | $1.1M | 9.1k | 126.15 |
| 2023-03-31 | $1.2M | 11k | 113.03 |
| 2022-12-31 | $1.1M | 11k | 101.07 |
| 2022-09-30 | $1.2M | 13k | 93.57 |
| 2022-06-30 | $676k | 7.6k | 88.91 |
| 2022-03-31 | $656k | 6.5k | 101.41 |
| 2021-12-31 | $878k | 8.5k | 103.79 |
| 2021-09-30 | $428k | 3.9k | 108.57 |
| 2021-06-30 | $428k | 4.0k | 107.00 |
| 2020-12-31 | $450k | 3.9k | 113.95 |
| 2020-09-30 | $371k | 3.6k | 103.11 |
| 2020-06-30 | $378k | 3.9k | 97.57 |
| 2020-03-31 | $368k | 3.9k | 94.99 |
| 2019-12-31 | $454k | 3.9k | 115.67 |
| 2019-09-30 | $402k | 3.9k | 103.47 |
| 2019-06-30 | $362k | 4.0k | 91.16 |
| 2019-03-31 | $283k | 3.2k | 88.13 |
| 2018-12-31 | $296k | 4.0k | 73.52 |
| 2018-09-30 | $330k | 4.0k | 82.34 |
| 2018-06-30 | $308k | 4.2k | 74.07 |
| 2018-03-31 | $297k | 4.2k | 71.43 |
| 2017-12-31 | $269k | 2.0k | 131.28 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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