Skip to content
Disclosery

BerganKDV Wealth Management, LLC: CSCO position timeline

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

BerganKDV Wealth Management, LLC held 57,174 CSCO 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 57,174 shares
    Change vs previous 13F -2,498 shares

    0.3% of the 13F portfolio, value $2,958,166.

    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 59,672 shares
    Change vs previous 13F +1,075 shares

    0.32% of the 13F portfolio, value $3,119,366.

    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 58,597 shares
    Change vs previous 13F -1,923 shares

    0.3% of the 13F portfolio, value $2,791,549.

    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 60,520 shares
    Change vs previous 13F +8,770 shares

    0.29% of the 13F portfolio, value $2,421,000.

    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 51,750 shares
    Change vs previous 13F -52 shares

    0.25% of the 13F portfolio, value $2,207,000.

    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 51,802 shares
    Change vs previous 13F +1,243 shares

    0.31% of the 13F portfolio, value $2,888,000.

    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 50,559 shares
    Change vs previous 13F +437 shares

    0.33% of the 13F portfolio, value $3,204,000.

    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 50,122 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,728,000.

    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).