Ownership history in Sigma Planning Corp · 24 quarters on record
This page tracks every 13F SEC filing in which Sigma Planning Corp 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 | 5,759 | -3,810 | -39.8% | 0.02% | $742K | — |
| 2025 Q2 | ADDED | 9,569 | +748 | +8.5% | 0.05% | $1.6M | — |
| 2025 Q1 | ADDED | 8,821 | +4,288 | +94.6% | 0.06% | $1.9M | — |
| 2024 Q4 | REDUCED | 4,533 | -839 | -15.6% | 0.03% | $931K | — |
| 2024 Q3 | ADDED | 5,372 | +767 | +16.7% | 0.03% | $965K | — |
| 2024 Q2 | REDUCED | 4,605 | -187 | -3.9% | 0.02% | $686K | — |
| 2024 Q1 | ADDED | 4,792 | +2,760 | +135.8% | 0.02% | $766K | — |
| 2023 Q4 | REDUCED | 2,032 | -2,650 | -56.6% | 0.02% | $270K | — |
| 2023 Q3 | REDUCED | 4,682 | -1,246 | -21.0% | 0.02% | $529K | — |
| 2023 Q1 | REDUCED | 5,928 | -13 | -0.2% | 0.02% | $670K | — |
As of 2025 Q4 — sorted by position size