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BerganKDV Wealth Management, LLC: DVYE position timeline

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

BerganKDV Wealth Management, LLC held 25,292 DVYE 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 25,292 shares
    Change vs previous 13F -90 shares

    0.06% of the 13F portfolio, value $619,654.

    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 25,382 shares
    Change vs previous 13F +3,647 shares

    0.06% of the 13F portfolio, value $622,875.

    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 21,735 shares
    Change vs previous 13F +1,067 shares

    0.06% of the 13F portfolio, value $524,248.

    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 20,668 shares
    Change vs previous 13F +4,711 shares

    0.06% of the 13F portfolio, value $469,000.

    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 15,957 shares
    Change vs previous 13F +2,310 shares

    0.05% of the 13F portfolio, value $424,000.

    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 13,647 shares
    Change vs previous 13F +6,396 shares

    0.05% of the 13F portfolio, value $446,000.

    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 7,251 shares
    Change vs previous 13F +103 shares

    0.03% of the 13F portfolio, value $279,000.

    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 7,148 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $278,000.

    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).