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BerganKDV Wealth Management, LLC: DOV position timeline

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

BerganKDV Wealth Management, LLC held 36,354 DOV 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 36,354 shares
    Change vs previous 13F +1,062 shares

    0.54% of the 13F portfolio, value $5,367,728.

    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 35,292 shares
    Change vs previous 13F +2,193 shares

    0.55% of the 13F portfolio, value $5,362,296.

    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 33,099 shares
    Change vs previous 13F +2,747 shares

    0.49% of the 13F portfolio, value $4,481,899.

    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 30,352 shares
    Change vs previous 13F +2,063 shares

    0.42% of the 13F portfolio, value $3,538,000.

    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 28,289 shares
    Change vs previous 13F +1,460 shares

    0.39% of the 13F portfolio, value $3,432,000.

    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 26,829 shares
    Change vs previous 13F +2,019 shares

    0.45% of the 13F portfolio, value $4,209,000.

    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 24,810 shares
    Change vs previous 13F -488 shares

    0.47% of the 13F portfolio, value $4,506,000.

    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 25,298 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,934,000.

    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).