Skip to content
Disclosery

BerganKDV Wealth Management, LLC: AEP position timeline

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

BerganKDV Wealth Management, LLC held 65,000 AEP 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 65,000 shares
    Change vs previous 13F +19,499 shares

    0.55% of the 13F portfolio, value $5,473,016.

    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 45,501 shares
    Change vs previous 13F +2,409 shares

    0.43% of the 13F portfolio, value $4,140,103.

    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 43,092 shares
    Change vs previous 13F +2,942 shares

    0.44% of the 13F portfolio, value $4,091,555.

    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 40,150 shares
    Change vs previous 13F +1,407 shares

    0.42% of the 13F portfolio, value $3,471,000.

    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 38,743 shares
    Change vs previous 13F +1,226 shares

    0.43% of the 13F portfolio, value $3,717,000.

    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 37,517 shares
    Change vs previous 13F +2,187 shares

    0.4% of the 13F portfolio, value $3,743,000.

    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 35,330 shares
    Change vs previous 13F -2,179 shares

    0.33% of the 13F portfolio, value $3,143,000.

    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 37,509 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,045,000.

    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).