SEC 13F Intelligence

D L Carlson Investment Group Inc / FISV

D L Carlson Investment Group Inc’s Fiserv Inc Position

Does D L Carlson Investment Group Inc own Fiserv Inc (FISV)? Not currently — the last reported position was 33.6K shares worth $6M in Q2 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q2 2025
Shares
33.6K
% of Portfolio
+1.06%
Quarters Held
8
position exited

Position History FISV

Reported value by quarter
Q3 ’23: $3MQ3 ’23Q4 ’23: $4MQ4 ’23Q1 ’24: $4MQ1 ’24Q2 ’24: $5MQ2 ’24Q3 ’24: $6MQ3 ’24Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $6MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202533.6K$6M+1.06%
Q1 202533.9K$7M+1.44%
Q4 202435.0K$7M+1.28%
Q3 202435.1K$6M+1.14%
Q2 202435.4K$5M+1.02%
Q1 202424.5K$4M+0.76%
Q4 202324.9K$4M+0.75%
Q3 202326.5K$3M+0.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See D L Carlson Investment Group Inc’s full portfolio or all institutional holders of FISV.