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BerganKDV Wealth Management, LLC: BOND position timeline

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

BerganKDV Wealth Management, LLC held 45,519 BOND 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 45,519 shares
    Change vs previous 13F -11,765 shares

    0.42% of the 13F portfolio, value $4,170,462.

    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 57,284 shares
    Change vs previous 13F +4,432 shares

    0.55% of the 13F portfolio, value $5,313,389.

    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 52,852 shares
    Change vs previous 13F +4,837 shares

    0.52% of the 13F portfolio, value $4,782,059.

    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 48,015 shares
    Change vs previous 13F +1,031 shares

    0.52% of the 13F portfolio, value $4,308,000.

    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 46,984 shares
    Change vs previous 13F +3,547 shares

    0.51% of the 13F portfolio, value $4,475,000.

    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 43,437 shares
    Change vs previous 13F +4,229 shares

    0.47% of the 13F portfolio, value $4,421,000.

    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 39,208 shares
    Change vs previous 13F -10,864 shares

    0.45% of the 13F portfolio, value $4,290,000.

    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 50,072 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,535,000.

    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).