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BerganKDV Wealth Management, LLC: CMI position timeline

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

BerganKDV Wealth Management, LLC held 31,643 CMI 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 31,643 shares
    Change vs previous 13F +205 shares

    0.78% of the 13F portfolio, value $7,757,529.

    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 31,438 shares
    Change vs previous 13F +885 shares

    0.77% of the 13F portfolio, value $7,509,982.

    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 30,553 shares
    Change vs previous 13F +958 shares

    0.8% of the 13F portfolio, value $7,402,707.

    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 29,595 shares
    Change vs previous 13F +1,408 shares

    0.72% of the 13F portfolio, value $6,023,000.

    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 28,187 shares
    Change vs previous 13F +103 shares

    0.62% of the 13F portfolio, value $5,455,000.

    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 28,084 shares
    Change vs previous 13F +2,107 shares

    0.62% of the 13F portfolio, value $5,760,000.

    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 25,977 shares
    Change vs previous 13F -671 shares

    0.59% of the 13F portfolio, value $5,667,000.

    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 26,648 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $5,984,000.

    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).