Roble, Belko & Company, Inc FISV FISERV INC

Ownership history in Roble, Belko & Company, Inc  ·  8 quarters on record

AI Ownership Summary

Roble, Belko & Company, Inc reported FISERV INC (FISV) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2025 Q1. The latest visible filing shows FISV at 0.01% 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 FISV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Roble, Belko & Company, Inc'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

FISV was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% 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
2023 Q4 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 Roble, Belko & Company, Inc held FISV — position size vs. price
% of Fund (quarterly)    FISV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 50.0% -47.8% 800 -800 -50.0% 0.01% $103K 2025-10-24 $125.17
2025 Q2 UNCHANGED 1,600 0% 0.04% $276K 2025-08-04 $136.15
2025 Q1 ADDED 1,600 +800 +100.0% 0.06% $354K 2025-05-08 $181.39
2024 Q4 UNCHANGED 800 0% 0.03% $164K 2025-01-14 $204.47
2024 Q3 UNCHANGED 800 0% 0.02% $144K 2024-10-15 $194.02
2024 Q2 UNCHANGED 800 0% 0.02% $119K 2024-08-08 $160.15
2024 Q1 UNCHANGED 800 0% 0.02% $128K 2024-04-11 $153.59
2023 Q4 INITIATED 800 0.02% $106K 2024-02-01 $143.94

FAQ About Roble, Belko & Company, Inc and FISV

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

How long has Roble, Belko & Company, Inc reported owning FISV?

Roble, Belko & Company, Inc reported FISV across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported FISV position in Roble, Belko & Company, Inc's portfolio?

The largest reported portfolio weight for FISV was 0.06% in 2025 Q1.

What is the latest reported FISV position on this page?

The most recent filing on this page is 2025 Q3, when Roble, Belko & Company, Inc reported 800 shares, equal to 0.01% of portfolio, with an estimated market value of $103K.

What does the chart on this FISV ownership page compare?

The chart compares Roble, Belko & Company, Inc's quarterly FISV 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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