Fiserv shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Fiserv
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Quarterly reported holdings in Fiserv by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 20k | 128.93 |
| 2025-06-30 | $2.3M | 13k | 172.41 |
| 2025-03-31 | $2.8M | 13k | 220.83 |
| 2024-12-31 | $2.4M | 12k | 205.42 |
| 2024-09-30 | $1.8M | 9.8k | 179.65 |
| 2024-06-30 | $1.5M | 9.9k | 149.04 |
| 2024-03-31 | $1.3M | 8.4k | 159.82 |
| 2023-12-31 | $1.1M | 8.1k | 132.84 |
| 2023-09-30 | $913k | 8.1k | 112.96 |
| 2023-06-30 | $728k | 5.8k | 126.15 |
| 2023-03-31 | $633k | 5.6k | 113.03 |
| 2022-09-30 | $457k | 4.9k | 93.61 |
| 2022-06-30 | $434k | 4.9k | 88.92 |
| 2022-03-31 | $576k | 5.7k | 101.46 |
| 2021-12-31 | $760k | 7.3k | 103.74 |
| 2021-09-30 | $671k | 6.2k | 108.56 |
| 2021-06-30 | $646k | 6.0k | 106.87 |
| 2021-03-31 | $527k | 4.4k | 119.02 |
| 2020-12-31 | $4.4M | 4.4k | 1000.00 |
| 2020-09-30 | $401k | 3.9k | 103.16 |
| 2020-06-30 | $382k | 3.9k | 97.65 |
| 2020-03-31 | $0 | 3.9k | 0.00 |
| 2019-12-31 | $330k | 2.9k | 115.75 |
| 2019-09-30 | $286k | 2.8k | 103.74 |
| 2019-06-30 | $251k | 2.7k | 91.34 |
| 2019-03-31 | $241k | 2.7k | 88.18 |
| 2018-09-30 | $216k | 2.7k | 81.36 |
| 2016-12-31 | $14k | 124 | 109.57 |
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