Ownership history in RMR Wealth Builders · 8 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders 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 | ADDED | 2,001 | +198 | +11.0% | 0.02% | $258K | — |
| 2025 Q2 | REDUCED | 1,803 | -26 | -1.4% | 0.03% | $311K | — |
| 2025 Q1 | ADDED | 1,829 | +30 | +1.7% | 0.04% | $404K | — |
| 2024 Q4 | REDUCED | 1,799 | -8 | -0.4% | 0.04% | $370K | — |
| 2024 Q3 | REDUCED | 1,807 | -372 | -17.1% | 0.03% | $325K | — |
| 2024 Q2 | REDUCED | 2,179 | -95 | -4.2% | 0.04% | $325K | — |
| 2024 Q1 | ADDED | 2,274 | +2,144 | +1649.2% | 0.04% | $363K | — |
| 2021 Q1 | INITIATED | 130 | — | — | 0.00% | $15K | — |
As of 2025 Q4 — sorted by position size