Fiserv shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Fiserv
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Quarterly reported holdings in Fiserv by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 45k | 128.93 |
| 2025-06-30 | $7.0M | 41k | 172.41 |
| 2025-03-31 | $8.7M | 39k | 220.83 |
| 2024-12-31 | $10M | 50k | 205.42 |
| 2024-09-30 | $11M | 62k | 179.65 |
| 2024-06-30 | $9.3M | 62k | 149.04 |
| 2024-03-31 | $10M | 64k | 159.82 |
| 2023-12-31 | $8.5M | 64k | 132.84 |
| 2023-09-30 | $7.3M | 65k | 112.96 |
| 2023-06-30 | $8.1M | 65k | 126.15 |
| 2023-03-31 | $7.3M | 64k | 113.03 |
| 2022-12-31 | $6.2M | 61k | 101.07 |
| 2022-09-30 | $6.1M | 66k | 93.57 |
| 2022-06-30 | $5.8M | 66k | 88.96 |
| 2022-03-31 | $6.4M | 63k | 101.39 |
| 2021-12-31 | $6.3M | 61k | 103.78 |
| 2021-09-30 | $6.3M | 58k | 108.50 |
| 2021-06-30 | $5.9M | 56k | 106.88 |
| 2021-03-31 | $5.9M | 50k | 119.04 |