FI FISERV INC

Ownership history in Continuum Advisory, LLC  ·  14 quarters on record

This page tracks every 13F SEC filing in which Continuum Advisory, LLC reported a position in FISERV INC (FI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.37% (2025 Q3)
Avg. % of fund
0.08%
First filed
2022 Q2
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 27,471 +26,194 +2051.2% 0.37% $3.5M
2025 Q2 ADDED 1,277 +185 +16.9% 0.03% $220K
2025 Q1 REDUCED 1,092 -190 -14.8% 0.03% $241K
2024 Q4 ADDED 1,282 +122 +10.5% 0.03% $263K
2024 Q3 ADDED 1,160 +201 +21.0% 0.03% $245K
2024 Q2 ADDED 959 +3 +0.3% 0.02% $143K
2024 Q1 REDUCED 956 -3,381 -78.0% 0.02% $148K
2023 Q4 REDUCED 4,337 -258 -5.6% 0.08% $576K
2023 Q3 ADDED 4,595 +503 +12.3% 0.08% $519K
2023 Q2 ADDED 4,092 +33 +0.8% 0.08% $516K
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% of Fund (quarterly)
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