Fiserv shares owned by Secure Asset Management
Quarter-by-quarter ownership of Fiserv (FI) shares owned by Secure Asset Management
from 13F filings
Historical chart of Secure Asset Management investment in Fiserv
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Quarterly reported holdings in Fiserv by Secure Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 3.6k | 126.09 |
| 2025-06-30 | $465k | 2.7k | 172.41 |
| 2024-12-31 | $573k | 2.8k | 205.42 |
| 2024-09-30 | $1.9M | 11k | 179.65 |
| 2024-06-30 | $1.7M | 12k | 149.04 |
| 2024-03-31 | $1.4M | 8.9k | 159.82 |
| 2023-12-31 | $1.2M | 9.0k | 132.84 |
| 2023-09-30 | $974k | 8.6k | 112.96 |
| 2023-06-30 | $1.0M | 8.1k | 126.15 |
| 2023-03-31 | $950k | 8.4k | 113.03 |
| 2022-12-31 | $852k | 8.4k | 101.07 |
| 2022-09-30 | $202k | 2.2k | 93.69 |