Fiserv shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Fiserv
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Quarterly reported holdings in Fiserv by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $446k | 3.5k | 128.93 |
| 2025-06-30 | $605k | 3.5k | 172.41 |
| 2025-03-31 | $776k | 3.5k | 220.83 |
| 2024-12-31 | $723k | 3.5k | 205.42 |
| 2024-09-30 | $640k | 3.6k | 179.65 |
| 2024-06-30 | $529k | 3.6k | 149.04 |
| 2024-03-31 | $567k | 3.6k | 159.82 |
| 2023-12-31 | $472k | 3.6k | 132.84 |
| 2023-09-30 | $401k | 3.6k | 112.96 |
| 2023-06-30 | $483k | 3.8k | 126.15 |
| 2023-03-31 | $430k | 3.8k | 113.03 |
| 2022-12-31 | $384k | 3.8k | 101.07 |
| 2022-09-30 | $356k | 3.8k | 93.57 |
| 2022-06-30 | $71k | 800 | 88.75 |
| 2022-03-31 | $81k | 800 | 101.25 |
| 2021-12-31 | $83k | 800 | 103.79 |
| 2021-09-30 | $87k | 800 | 108.50 |
| 2021-06-30 | $86k | 800 | 106.89 |
| 2021-03-31 | $95k | 800 | 119.04 |
| 2019-12-31 | $3.2k | 28 | 115.64 |