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BerganKDV Wealth Management, LLC: AOS position timeline

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

BerganKDV Wealth Management, LLC held 87,343 AOS 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 87,343 shares
    Change vs previous 13F +2,200 shares

    0.64% of the 13F portfolio, value $6,356,800.

    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 85,143 shares
    Change vs previous 13F +6,237 shares

    0.61% of the 13F portfolio, value $5,887,619.

    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 78,906 shares
    Change vs previous 13F +6,160 shares

    0.49% of the 13F portfolio, value $4,516,607.

    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 72,746 shares
    Change vs previous 13F +5,390 shares

    0.42% of the 13F portfolio, value $3,534,000.

    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 67,356 shares
    Change vs previous 13F +4,262 shares

    0.42% of the 13F portfolio, value $3,683,000.

    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 63,094 shares
    Change vs previous 13F +5,257 shares

    0.43% of the 13F portfolio, value $4,031,000.

    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 57,837 shares
    Change vs previous 13F -1,668 shares

    0.52% of the 13F portfolio, value $4,965,000.

    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 59,505 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,634,000.

    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).