Ownership history in CreativeOne Wealth, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 6,818 | -1,765 | -20.6% | 0.02% | $879K | — |
| 2025 Q2 | REDUCED | 8,583 | -139 | -1.6% | 0.04% | $1.5M | — |
| 2025 Q1 | REDUCED | 8,722 | -1,604 | -15.5% | 0.06% | $1.9M | — |
| 2024 Q4 | ADDED | 10,326 | +1,238 | +13.6% | 0.06% | $2.1M | — |
| 2024 Q3 | ADDED | 9,088 | +1,405 | +18.3% | 0.06% | $1.6M | — |
| 2024 Q2 | REDUCED | 7,683 | -767 | -9.1% | 0.06% | $1.1M | — |
| 2024 Q1 | ADDED | 8,450 | +2,360 | +38.8% | 0.05% | $1.4M | — |
| 2023 Q4 | ADDED | 6,090 | +1,123 | +22.6% | 0.05% | $809K | — |
| 2023 Q3 | ADDED | 4,967 | +2,860 | +135.7% | 0.04% | $562K | — |
| 2023 Q2 | ADDED | 2,107 | +329 | +18.5% | 0.01% | $266K | — |
As of 2025 Q4 — sorted by position size