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Fiserv shares owned by Sugarloaf Wealth Management

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

Historical chart of Sugarloaf Wealth Management investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $424k 2.1k 205.37
2024-09-30 $363k 2.0k 179.61
2024-06-30 $286k 1.9k 149.00
2024-03-31 $307k 1.9k 159.78
2023-12-31 $237k 1.8k 132.81
2023-09-30 $187k 1.7k 112.93
2023-06-30 $167k 1.3k 126.11
2023-03-31 $104k 915 113.10

More positions owned by Sugarloaf Wealth Management

Aptus Defined Risk Etf Etf (DRSK)
Aptus Collared Investment Opportunity Etf Etf (ACIO)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Aptus Enhanced Yield Etf Etf (JUCY)
Vanguard International Dividend Appreciation Etf Etf (VIGI)
Opus Small Cap Value Etf Etf (OSCV)
Aptus Large Cap Enhanced Yield Etf Etf (DUBS)
Invesco Etf Trust S&p 500 Equal Weight Etf (RSP)
Aptus International Enhanced Yield Etf (IDUB)
Apple Stock (AAPL)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Vanguard Total Bond Market Etf Etf (BND)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Home Depot Stock (HD)
Microsoft Stock (MSFT)

View all positions for Sugarloaf Wealth Management

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