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Fiserv shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 1.4k 179.66
2024-06-30 $203k 1.4k 149.05
2024-03-31 $217k 1.4k 159.83
2020-09-30 $472k 4.6k 103.08
2020-06-30 $459k 4.7k 97.51