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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

  1. period ended2023-06-30
    13F 7,264 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2023-03-31
    13F 7,759 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2022-12-31
    13F 7,867 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2022-09-30
    13F 7,694 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2022-06-30
    13F 7,669 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2022-03-31
    13F 7,351 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2021-12-31
    13F 7,005 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2021-09-30
    13F 6,471 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).