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BerganKDV Wealth Management, LLC: AFL position timeline

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

BerganKDV Wealth Management, LLC held 16,186 AFL 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 16,186 shares
    Change vs previous 13F -166 shares

    0.11% of the 13F portfolio, value $1,129,759.

    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 16,352 shares
    Change vs previous 13F -365 shares

    0.11% of the 13F portfolio, value $1,055,018.

    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 16,717 shares
    Change vs previous 13F -47,344 shares

    0.13% of the 13F portfolio, value $1,202,605.

    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 64,061 shares
    Change vs previous 13F +4,358 shares

    0.43% of the 13F portfolio, value $3,600,000.

    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 59,703 shares
    Change vs previous 13F -104 shares

    0.38% of the 13F portfolio, value $3,303,000.

    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 59,807 shares
    Change vs previous 13F +3,759 shares

    0.41% of the 13F portfolio, value $3,851,000.

    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 56,048 shares
    Change vs previous 13F -1,810 shares

    0.34% of the 13F portfolio, value $3,273,000.

    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 57,858 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,016,000.

    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).