FI β€” FISERV INC

Ownership history in 1248 Management, LLC  Β·  3 quarters on record

AI Ownership Summary

1248 Management, LLC reported FISERV INC (FI) in 3 quarterly 13F filings from 2025 Q1 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q1. The latest visible filing shows FI at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1248 Management, LLC's position in FISERV INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

FI was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1248 Management, LLC held FI β€” position size vs. price
% of Fund (quarterly)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 255 -29 -10.2% 0.02% $33K 2025-11-14 β€”
2025 Q2 ADDED 284 +55 +24.0% 0.02% $49K 2025-08-18 β€”
2025 Q1 INITIATED 229 β€” β€” 0.03% $51K 2025-05-15 β€”

FAQ About 1248 Management, LLC and FI

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1248 Management, LLC reported owning FI?

1248 Management, LLC reported FI across 3 quarterly 13F filings, from 2025 Q1 through 2025 Q3.

What was the largest reported FI position in 1248 Management, LLC's portfolio?

The largest reported portfolio weight for FI was 0.03% in 2025 Q1.

What is the latest reported FI position on this page?

The most recent filing on this page is 2025 Q3, when 1248 Management, LLC reported 255 shares, equal to 0.02% of portfolio, with an estimated market value of $33K.

What does the chart on this FI ownership page compare?

The chart compares 1248 Management, LLC's quarterly FI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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