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Fiserv shares owned by Lumature Wealth Partners

Quarter-by-quarter ownership of Fiserv (FI) shares owned by Lumature Wealth Partners from 13F filings

Historical chart of Lumature Wealth Partners investment in Fiserv

Tip: Access up to 7 years of quarterly data

All positions including Fiserv held by Lumature Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Fiserv by Lumature Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-06-30 $414k 3.3k 126.15
2023-03-31 $357k 3.2k 113.03
2022-06-30 $999 9 111.11

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Broadstone Net Lease (BNL)
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Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
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Select Sector Spdr Tr Sbi Cons Stpls (XLP)
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Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Core Msci Emkt (IEMG)

View all positions for Lumature Wealth Partners

Top funds holding Fiserv

Vanguard Group
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
FMR
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Parnassus Investments
Northern Trust

View all funds holding Fiserv