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BerganKDV Wealth Management, LLC: AMZN position timeline

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

BerganKDV Wealth Management, LLC held 41,620 AMZN 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 41,620 shares
    Change vs previous 13F -871 shares

    0.54% of the 13F portfolio, value $5,425,584.

    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 42,491 shares
    Change vs previous 13F +1,196 shares

    0.45% of the 13F portfolio, value $4,388,896.

    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 41,295 shares
    Change vs previous 13F +854 shares

    0.38% of the 13F portfolio, value $3,468,780.

    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 40,441 shares
    Change vs previous 13F +1,324 shares

    0.55% of the 13F portfolio, value $4,570,000.

    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 39,117 shares
    Change vs previous 13F +37,280 shares

    0.48% of the 13F portfolio, value $4,155,000.

    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 1,837 shares
    Change vs previous 13F +184 shares

    0.64% of the 13F portfolio, value $5,989,000.

    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 1,653 shares
    Change vs previous 13F -29 shares

    0.58% of the 13F portfolio, value $5,512,000.

    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 1,682 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,525,000.

    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).