BerganKDV Wealth Management, LLC: DHR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on DHR, newest first. How the timeline and the estimate are built.
BerganKDV Wealth Management, LLC held 2,850 DHR shares at 2023-06-30 per its 13F-HR filed 2023-07-24.
the latest 13F is the newest step
- period ended2023-06-3013F 2,850 sharesChange vs previous 13F -128 shares
0.07% of the 13F portfolio, value $683,974.
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 2,978 sharesChange vs previous 13F +97 shares
0.08% of the 13F portfolio, value $750,581.
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 2,881 sharesChange vs previous 13F +58 shares
0.08% of the 13F portfolio, value $764,677.
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 2,823 sharesChange vs previous 13F +165 shares
0.09% of the 13F portfolio, value $729,000.
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 2,658 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $674,000.
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 2,658 sharesChange vs previous 13F -14 shares
0.08% of the 13F portfolio, value $780,000.
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 2,672 sharesChange vs previous 13F -65 shares
0.09% of the 13F portfolio, value $879,000.
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 2,737 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $833,000.
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).