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Fiserv shares owned by Legacy Wealth Asset Management

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Legacy Wealth Asset Management from 13F filings

Historical chart of Legacy Wealth Asset Management investment in Fiserv

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All positions including Fiserv held by Legacy Wealth Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Legacy Wealth Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $780k 3.8k 205.42
2024-06-30 $593k 4.0k 149.04
2024-03-31 $728k 4.6k 159.82
2023-12-31 $604k 4.6k 132.84
2023-09-30 $515k 4.6k 112.96
2023-06-30 $573k 4.5k 126.15
2023-03-31 $516k 4.6k 113.03
2022-12-31 $462k 4.6k 101.07
2022-09-30 $421k 4.5k 93.56

More positions owned by Legacy Wealth Asset Management

Fidelity Wise Origin Bitcoin SHS (FBTC)
Ishares Tr TRS FLT RT BD (TFLO)
Global X Fds Glbl X Mlp Etf (MLPA)
Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC)
Broadcom (AVGO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Accenture Plc Ireland Shs Class A (ACN)
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)
Ubs Ag London Branch Etracs Ubs Bloom (UCIB)
Linde SHS (LIN)
Sap Se Spon Adr (SAP)

View all positions for Legacy Wealth Asset Management

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Geode Capital Management
FMR
Morgan Stanley
Harris Associates L.P
Jpmorgan Chase & Co
Massachusetts Financial Services
Nuveen Asset Management
Norges Bank Investment Management
Invesco

View all funds holding Fiserv