Fiserv shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Fiserv
Tip: Access up to 7 years of quarterly data
All positions including Fiserv held by Kingswood 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 Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $430k | 2.5k | 172.41 |
| 2025-03-31 | $952k | 4.3k | 221.40 |
| 2024-12-31 | $1.2M | 5.7k | 205.42 |
| 2024-09-30 | $453k | 2.5k | 178.62 |
| 2024-06-30 | $410k | 2.8k | 149.04 |
| 2024-03-31 | $419k | 2.6k | 159.82 |
| 2023-12-31 | $355k | 2.7k | 132.84 |
| 2023-09-30 | $723k | 2.0k | 356.94 |
| 2023-06-30 | $260k | 2.1k | 126.15 |