Fiserv shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Fiserv
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Fiserv by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $486k | 3.8k | 128.94 |
| 2025-06-30 | $644k | 3.7k | 172.42 |
| 2025-03-31 | $959k | 4.3k | 220.82 |
| 2024-12-31 | $786k | 3.8k | 205.40 |
| 2024-09-30 | $760k | 4.2k | 179.65 |
| 2024-06-30 | $679k | 4.1k | 163.57 |
| 2024-03-31 | $404k | 3.0k | 132.86 |
| 2023-12-31 | $404k | 3.0k | 132.86 |
| 2023-09-30 | $368k | 3.3k | 112.95 |
| 2023-06-30 | $452k | 3.6k | 126.15 |
| 2023-03-31 | $416k | 3.7k | 113.03 |
| 2022-12-31 | $445k | 4.4k | 101.07 |
| 2022-09-30 | $31k | 401 | 76.92 |
| 2022-06-30 | $22k | 248 | 87.84 |
| 2022-03-31 | $18k | 178 | 100.00 |
| 2021-12-31 | $37k | 346 | 108.11 |
More positions owned by EverSource Wealth Advisors
View all positions for EverSource Wealth Advisors