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BerganKDV Wealth Management, LLC: CE position timeline

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

BerganKDV Wealth Management, LLC held 17,740 CE 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 17,740 shares
    Change vs previous 13F +336 shares

    0.21% of the 13F portfolio, value $2,054,292.

    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 17,404 shares
    Change vs previous 13F -258 shares

    0.2% of the 13F portfolio, value $1,895,122.

    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 17,662 shares
    Change vs previous 13F -442 shares

    0.2% of the 13F portfolio, value $1,805,763.

    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 18,104 shares
    Change vs previous 13F +1,064 shares

    0.2% of the 13F portfolio, value $1,636,000.

    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 17,040 shares
    Change vs previous 13F +55 shares

    0.23% of the 13F portfolio, value $2,004,000.

    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 16,985 shares
    Change vs previous 13F +1,922 shares

    0.26% of the 13F portfolio, value $2,427,000.

    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 15,063 shares
    Change vs previous 13F -772 shares

    0.26% of the 13F portfolio, value $2,531,000.

    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 15,835 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,385,000.

    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).