Fiserv shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Fiserv
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Quarterly reported holdings in Fiserv by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $250k | 2.0k | 125.05 |
| 2025-06-30 | $330k | 1.9k | 170.42 |
| 2025-03-31 | $400k | 1.9k | 208.14 |
| 2024-12-31 | $371k | 1.9k | 200.51 |
| 2024-09-30 | $357k | 1.8k | 197.70 |
| 2024-06-30 | $264k | 1.8k | 148.89 |
| 2024-03-31 | $262k | 1.8k | 146.40 |
| 2023-12-31 | $212k | 1.5k | 137.81 |
| 2023-06-30 | $206k | 1.6k | 126.15 |
| 2023-03-31 | $232k | 1.9k | 121.44 |
| 2022-12-31 | $224k | 1.9k | 116.45 |
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