SEC 13F Intelligence

Wellington Wealth Strategies, LLC. / FISV

Wellington Wealth Strategies, LLC.’s Fiserv Inc Position

Does Wellington Wealth Strategies, LLC. own Fiserv Inc (FISV)? Yes7.6K shares worth $2M (+1.60% of its 13F portfolio) as of Q4 2024.

Position Value
$2M
Q4 2024
Shares
7.6K
% of Portfolio
+1.60%
Quarters Held
1
currently held

Position History FISV

Reported value by quarter
Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 20247.6K$2M+1.60%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wellington Wealth Strategies, LLC.’s full portfolio or all institutional holders of FISV.