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BerganKDV Wealth Management, LLC: BLV position timeline

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

BerganKDV Wealth Management, LLC held 36,496 BLV 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 36,496 shares
    Change vs previous 13F -20,205 shares

    0.27% of the 13F portfolio, value $2,734,244.

    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 56,701 shares
    Change vs previous 13F +22,657 shares

    0.45% of the 13F portfolio, value $4,345,528.

    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 34,044 shares
    Change vs previous 13F +3,622 shares

    0.27% of the 13F portfolio, value $2,466,112.

    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 30,422 shares
    Change vs previous 13F +30,372 shares

    0.26% of the 13F portfolio, value $2,189,000.

    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 50 shares
    Change vs previous 13F -6,094 shares

    <0.01% of the 13F portfolio, value $4,000.

    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 6,144 shares
    Change vs previous 13F +522 shares

    0.06% of the 13F portfolio, value $563,000.

    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 5,622 shares
    Change vs previous 13F +189 shares

    0.06% of the 13F portfolio, value $579,000.

    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 5,433 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $556,000.

    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).