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BerganKDV Wealth Management, LLC: BIV position timeline

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

BerganKDV Wealth Management, LLC held 89,174 BIV 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 89,174 shares
    Change vs previous 13F +1,441 shares

    0.67% of the 13F portfolio, value $6,708,576.

    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 87,733 shares
    Change vs previous 13F +7,931 shares

    0.69% of the 13F portfolio, value $6,732,646.

    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 79,802 shares
    Change vs previous 13F +26,238 shares

    0.64% of the 13F portfolio, value $5,930,900.

    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 53,564 shares
    Change vs previous 13F +12,203 shares

    0.47% of the 13F portfolio, value $3,936,000.

    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 41,361 shares
    Change vs previous 13F +10,725 shares

    0.37% of the 13F portfolio, value $3,212,000.

    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 30,636 shares
    Change vs previous 13F +3,455 shares

    0.27% of the 13F portfolio, value $2,509,000.

    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 27,181 shares
    Change vs previous 13F +1,718 shares

    0.25% of the 13F portfolio, value $2,382,000.

    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 25,463 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,277,000.

    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).