BerganKDV Wealth Management, LLC: CHKP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on CHKP, newest first. How the timeline and the estimate are built.
BerganKDV Wealth Management, LLC held 1,930 CHKP shares at 2023-06-30 per its 13F-HR filed 2023-07-24.
the latest 13F is the newest step
- period ended2023-06-3013F 1,930 sharesChange vs previous 13F -904 shares
0.02% of the 13F portfolio, value $242,447.
13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 2,834 sharesChange vs previous 13F -516 shares
0.04% of the 13F portfolio, value $368,420.
13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 3,350 sharesChange vs previous 13F -1,215 shares
0.05% of the 13F portfolio, value $422,636.
13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 4,565 sharesChange vs previous 13F -334 shares
0.06% of the 13F portfolio, value $511,000.
13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 4,899 sharesChange vs previous 13F -184 shares
0.07% of the 13F portfolio, value $597,000.
13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 5,083 sharesChange vs previous 13F -119 shares
0.08% of the 13F portfolio, value $703,000.
13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 5,202 sharesChange vs previous 13F +766 shares
0.06% of the 13F portfolio, value $606,000.
13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 4,436 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $501,000.
13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).