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BerganKDV Wealth Management, LLC: AGG position timeline

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

BerganKDV Wealth Management, LLC held 225,061 AGG 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 225,061 shares
    Change vs previous 13F +13,748 shares

    2.21% of the 13F portfolio, value $22,044,755.

    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 211,313 shares
    Change vs previous 13F -1,462 shares

    2.17% of the 13F portfolio, value $21,055,259.

    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 212,775 shares
    Change vs previous 13F -15,126 shares

    2.24% of the 13F portfolio, value $20,637,047.

    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 227,901 shares
    Change vs previous 13F -33,387 shares

    2.63% of the 13F portfolio, value $21,956,000.

    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 261,288 shares
    Change vs previous 13F -7,110 shares

    3.04% of the 13F portfolio, value $26,568,000.

    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 268,398 shares
    Change vs previous 13F +25,435 shares

    3.07% of the 13F portfolio, value $28,745,000.

    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 242,963 shares
    Change vs previous 13F +22,317 shares

    2.89% of the 13F portfolio, value $27,717,000.

    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 220,646 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $25,337,000.

    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).