BerganKDV Wealth Management, LLC: DG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on DG, newest first. How the timeline and the estimate are built.
BerganKDV Wealth Management, LLC held 7,264 DG shares at 2023-06-30 per its 13F-HR filed 2023-07-24.
the latest 13F is the newest step
- period ended2023-06-3013F 7,264 sharesChange vs previous 13F -495 shares
0.12% of the 13F portfolio, value $1,233,282.
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 7,759 sharesChange vs previous 13F -108 shares
0.17% of the 13F portfolio, value $1,632,969.
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 7,867 sharesChange vs previous 13F +173 shares
0.21% of the 13F portfolio, value $1,937,260.
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 7,694 sharesChange vs previous 13F +25 shares
0.22% of the 13F portfolio, value $1,845,000.
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 7,669 sharesChange vs previous 13F +318 shares
0.22% of the 13F portfolio, value $1,882,000.
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 7,351 sharesChange vs previous 13F +346 shares
0.18% of the 13F portfolio, value $1,637,000.
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 7,005 sharesChange vs previous 13F +534 shares
0.17% of the 13F portfolio, value $1,652,000.
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 6,471 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $1,373,000.
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).