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BerganKDV Wealth Management, LLC: ADP position timeline

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

BerganKDV Wealth Management, LLC held 25,212 ADP 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 25,212 shares
    Change vs previous 13F +407 shares

    0.55% of the 13F portfolio, value $5,541,242.

    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 24,805 shares
    Change vs previous 13F +1,502 shares

    0.57% of the 13F portfolio, value $5,522,320.

    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 23,303 shares
    Change vs previous 13F +1,896 shares

    0.6% of the 13F portfolio, value $5,566,056.

    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 21,407 shares
    Change vs previous 13F +1,482 shares

    0.58% of the 13F portfolio, value $4,842,000.

    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 19,925 shares
    Change vs previous 13F -1,605 shares

    0.48% of the 13F portfolio, value $4,185,000.

    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 21,530 shares
    Change vs previous 13F +1,465 shares

    0.52% of the 13F portfolio, value $4,899,000.

    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 20,065 shares
    Change vs previous 13F -451 shares

    0.52% of the 13F portfolio, value $4,948,000.

    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 20,516 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,102,000.

    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).