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Fiserv shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $227k 1.0k 220.83
2024-12-31 $211k 1.0k 205.42
2024-09-30 $223k 1.1k 207.28

More positions owned by Forthright Family Wealth Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)

View all positions for Forthright Family Wealth Advisory

Top funds holding Fiserv

Vanguard Group
BlackRock
Dodge & Cox
Capital World Investors
State Street Corporation
Lombard Odier Asset Management
Geode Capital Management
D. E. Shaw & Co
Harris Associates L.P
Northern Trust
Invesco
UBS Group
Ubs Global Asset Management Americas
Parnassus Investments
Amundi

View all funds holding Fiserv