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Fiserv shares owned by Legacy Private Trust

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Legacy Private Trust from 13F filings

Historical chart of Legacy Private Trust investment in Fiserv

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All positions including Fiserv held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Legacy Private Trust

Quarter filed Position value Share count Share price at filing
2024-12-31 $14M 66k 205.42
2024-09-30 $12M 68k 179.65
2024-06-30 $11M 72k 149.04
2024-03-31 $12M 73k 159.82
2023-12-31 $10M 78k 132.84
2023-09-30 $9.1M 81k 112.96
2023-06-30 $10M 81k 126.15
2023-03-31 $9.7M 85k 113.03
2022-12-31 $9.2M 91k 101.07
2022-09-30 $8.8M 94k 93.57
2022-06-30 $8.3M 93k 88.97
2022-03-31 $9.2M 90k 101.40
2021-12-31 $9.5M 92k 103.79
2021-09-30 $10M 95k 108.50
2021-06-30 $9.6M 90k 106.88
2021-03-31 $11M 91k 119.04
2020-12-31 $12M 103k 113.86
2020-09-30 $11M 105k 103.05
2020-06-30 $11M 116k 97.62
2020-03-31 $12M 130k 94.99
2019-12-31 $18M 158k 115.63
2019-09-30 $17M 163k 103.59
2019-06-30 $15M 168k 91.16
2019-03-31 $16M 178k 88.28
2018-12-31 $14M 194k 73.49
2018-09-30 $17M 202k 82.38
2018-06-30 $15M 207k 74.09
2018-03-31 $15M 212k 71.31
2017-12-31 $14M 110k 131.13
2017-09-30 $14M 111k 128.96
2017-06-30 $14M 115k 122.34
2017-03-31 $13M 114k 115.31
2016-12-31 $13M 118k 106.28
2016-09-30 $11M 114k 99.47
2016-06-30 $12M 114k 108.73
2016-03-31 $12M 116k 102.58
2015-12-31 $11M 115k 91.46
2015-09-30 $9.6M 111k 86.61
2015-06-30 $8.7M 105k 82.83
2015-03-31 $8.7M 109k 79.40
2014-12-31 $8.5M 120k 70.97
2014-09-30 $7.5M 116k 64.64
2014-06-30 $7.3M 121k 60.32
2014-03-31 $6.0M 106k 56.69
2013-12-31 $6.7M 113k 59.05
2013-09-30 $5.0M 49k 101.04
2013-06-30 $3.8M 43k 87.42
2012-12-31 $3.1M 39k 79.03
2012-09-30 $2.9M 39k 74.04
2012-06-30 $2.9M 40k 72.22
2012-03-31 $2.7M 38k 69.38
2011-12-31 $2.3M 39k 58.73
2011-09-30 $1.9M 37k 50.77
2011-06-30 $2.4M 38k 62.63
2011-03-31 $2.2M 35k 62.71