Fiserv shares owned by Pinnacle Wealth Planning Services
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Pinnacle Wealth Planning Services
from 13F filings
Historical chart of Pinnacle Wealth Planning Services investment in Fiserv
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Quarterly reported holdings in Fiserv by Pinnacle Wealth Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $224k | 1.3k | 172.41 |
| 2025-03-31 | $332k | 1.5k | 220.83 |
| 2024-12-31 | $266k | 1.3k | 205.42 |
| 2024-09-30 | $452k | 2.5k | 179.65 |
| 2024-06-30 | $375k | 2.5k | 149.04 |
| 2024-03-31 | $402k | 2.5k | 159.82 |
| 2023-12-31 | $334k | 2.5k | 132.84 |
| 2023-09-30 | $286k | 2.5k | 112.96 |
| 2023-06-30 | $320k | 2.5k | 126.15 |
| 2023-03-31 | $287k | 2.5k | 113.03 |
| 2022-12-31 | $257k | 2.5k | 101.07 |
| 2021-09-30 | $214k | 2.0k | 108.35 |
| 2020-12-31 | $134k | 1.3k | 107.14 |
| 2020-03-31 | $200k | 2.1k | 94.34 |
More positions owned by Pinnacle Wealth Planning Services
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