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BerganKDV Wealth Management, LLC: BLD position timeline

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

BerganKDV Wealth Management, LLC held 5,617 BLD 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 5,617 shares
    Change vs previous 13F +167 shares

    0.15% of the 13F portfolio, value $1,494,235.

    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 5,450 shares
    Change vs previous 13F +480 shares

    0.12% of the 13F portfolio, value $1,134,363.

    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 4,970 shares
    Change vs previous 13F +211 shares

    0.08% of the 13F portfolio, value $777,755.

    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 4,759 shares
    Change vs previous 13F +324 shares

    0.09% of the 13F portfolio, value $784,000.

    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 4,435 shares
    Change vs previous 13F +356 shares

    0.08% of the 13F portfolio, value $741,000.

    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 4,079 shares
    Change vs previous 13F +532 shares

    0.08% of the 13F portfolio, value $740,000.

    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 3,547 shares
    Change vs previous 13F -173 shares

    0.1% of the 13F portfolio, value $979,000.

    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 3,720 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $762,000.

    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).