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BerganKDV Wealth Management, LLC: AMAT position timeline

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

BerganKDV Wealth Management, LLC held 13,357 AMAT 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 13,357 shares
    Change vs previous 13F -226 shares

    0.19% of the 13F portfolio, value $1,930,670.

    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 13,583 shares
    Change vs previous 13F +738 shares

    0.17% of the 13F portfolio, value $1,668,384.

    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 12,845 shares
    Change vs previous 13F -633 shares

    0.14% of the 13F portfolio, value $1,250,824.

    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 13,478 shares
    Change vs previous 13F -131 shares

    0.13% of the 13F portfolio, value $1,104,000.

    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 13,609 shares
    Change vs previous 13F +328 shares

    0.14% of the 13F portfolio, value $1,238,000.

    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 13,281 shares
    Change vs previous 13F -239 shares

    0.19% of the 13F portfolio, value $1,750,000.

    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 13,520 shares
    Change vs previous 13F -36 shares

    0.22% of the 13F portfolio, value $2,128,000.

    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 13,556 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,745,000.

    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).