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BerganKDV Wealth Management, LLC: ABT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on ABT, newest first. How the timeline and the estimate are built.

BerganKDV Wealth Management, LLC held 31,550 ABT shares at 2023-06-30 per its 13F-HR filed 2023-07-24.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 31,550 shares
    Change vs previous 13F +762 shares

    0.34% of the 13F portfolio, value $3,439,581.

    13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-03-31
    13F 30,788 shares
    Change vs previous 13F +139 shares

    0.32% of the 13F portfolio, value $3,117,621.

    13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-12-31
    13F 30,649 shares
    Change vs previous 13F +115 shares

    0.36% of the 13F portfolio, value $3,364,946.

    13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-09-30
    13F 30,534 shares
    Change vs previous 13F +148 shares

    0.35% of the 13F portfolio, value $2,954,000.

    13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-06-30
    13F 30,386 shares
    Change vs previous 13F -868 shares

    0.38% of the 13F portfolio, value $3,301,000.

    13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-03-31
    13F 31,254 shares
    Change vs previous 13F -5,254 shares

    0.4% of the 13F portfolio, value $3,699,000.

    13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-12-31
    13F 36,508 shares
    Change vs previous 13F -1,619 shares

    0.54% of the 13F portfolio, value $5,138,000.

    13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-09-30
    13F 38,127 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,504,000.

    13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).