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Fiserv shares owned by Tanglewood Legacy Advisors

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

Historical chart of Tanglewood Legacy Advisors investment in Fiserv

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Fiserv by Tanglewood Legacy Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $157k 872 179.65
2024-06-30 $130k 872 149.04
2024-03-31 $139k 872 159.82
2023-12-31 $116k 872 132.84
2023-09-30 $99k 872 112.96
2023-06-30 $110k 872 126.15
2023-03-31 $99k 872 113.03
2022-12-31 $88k 872 101.07

More positions owned by Tanglewood Legacy Advisors

Ishares Core MF Closed and MF Open (IUSV)
Ishares S&p MF Closed and MF Open (IUSG)
Ishares Russell MF Closed and MF Open (IWR)
Ishares Russell MF Closed and MF Open (IWF)
First Trust MF Closed and MF Open (DMAY)
First Trust MF Closed and MF Open (FMAY)
Pgim Aaa MF Closed and MF Open (PAAA)
Ishares Russell MF Closed and MF Open (IWD)
First Trust MF Closed and MF Open (FAPR)
SPDR S&P MF Closed and MF Open (SPY)
First Trust MF Closed and MF Open (DAPR)
Apple Common Stock (AAPL)
Sm Energy Common Stock (SM)
Ishares Msci MF Closed and MF Open (USMV)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Tanglewood Legacy Advisors

Top funds holding Fiserv

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
Dodge & Cox
State Street Corporation
Capital World Investors
Harris Associates L.P
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Invesco
Massachusetts Financial Services
Nuveen Asset Management
Goldman Sachs Group

View all funds holding Fiserv