Wealthsource Partners, LLC

SEC CIK: 0001674623
Latest filing: Jan 16, 2024

SEC filings (opens in a new tab)

FISV holding history

Fiserv Inc in every 13F filed by Wealthsource Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FISV overview All 13F holders of FISV Full Q4 2023 holdings

Shares (Q4 2023): 4,006
Value: $532.2K
% of portfolio: <0.1%
Quarters held: 3; Since Q2 2023

Holdings of FISV by Wealthsource Partners, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	4,006	$532.2K	<0.1%	+91+2.3%	Added	Holders
Q3 2023	3,915	$442.2K	<0.1%	+102+2.7%	Added	Holders
Q2 2023	3,813	$481.0K	<0.1%	+3,813	New	Holders