Skip to content
Disclosery

BerganKDV Wealth Management, LLC: AX position timeline

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

BerganKDV Wealth Management, LLC held 661 AX 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 661 shares
    Change vs previous 13F -21,159 shares

    <0.01% of the 13F portfolio, value $26,070.

    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 21,820 shares
    Change vs previous 13F +313 shares

    0.08% of the 13F portfolio, value $805,595.

    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 21,507 shares
    Change vs previous 13F +3,064 shares

    0.09% of the 13F portfolio, value $821,998.

    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 18,443 shares
    Change vs previous 13F +470 shares

    0.08% of the 13F portfolio, value $631,000.

    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 17,973 shares
    Change vs previous 13F +1,326 shares

    0.07% of the 13F portfolio, value $644,000.

    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 16,647 shares
    Change vs previous 13F +1,645 shares

    0.08% of the 13F portfolio, value $772,000.

    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 15,002 shares
    Change vs previous 13F +900 shares

    0.09% of the 13F portfolio, value $839,000.

    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 14,102 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $727,000.

    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).