FI FISERV INC

Ownership history in UNIQUE WEALTH, LLC  ·  10 quarters on record

This page tracks every 13F SEC filing in which UNIQUE 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.

Peak position
0.67% (2025 Q1)
Avg. % of fund
0.38%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 16,764 -185 -1.1% 0.32% $2.2M
2025 Q2 ADDED 16,949 +812 +5.0% 0.47% $2.9M
2025 Q1 ADDED 16,137 +3,384 +26.5% 0.67% $3.6M
2024 Q4 ADDED 12,753 +1,038 +8.9% 0.55% $2.6M
2024 Q3 ADDED 11,715 +1,840 +18.6% 0.48% $2.1M
2024 Q2 ADDED 9,875 +2,219 +29.0% 0.39% $1.5M
2024 Q1 ADDED 7,656 +1,960 +34.4% 0.35% $1.2M
2023 Q4 ADDED 5,696 +948 +20.0% 0.25% $757K
2023 Q3 ADDED 4,748 +2,824 +146.8% 0.22% $536K
2023 Q2 INITIATED 1,924 0.11% $243K
% of Fund (quarterly)
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