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BerganKDV Wealth Management, LLC: EEMV position timeline

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

BerganKDV Wealth Management, LLC held 12,880 EEMV 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 12,880 shares
    Change vs previous 13F -1,411 shares

    0.07% of the 13F portfolio, value $708,143.

    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 14,291 shares
    Change vs previous 13F -475,183 shares

    0.08% of the 13F portfolio, value $779,860.

    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 489,474 shares
    Change vs previous 13F -43,734 shares

    2.81% of the 13F portfolio, value $25,966,603.

    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 533,208 shares
    Change vs previous 13F +26,643 shares

    3.23% of the 13F portfolio, value $27,023,000.

    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 506,565 shares
    Change vs previous 13F +29,934 shares

    3.22% of the 13F portfolio, value $28,079,000.

    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 476,631 shares
    Change vs previous 13F +9,319 shares

    3.11% of the 13F portfolio, value $29,089,000.

    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 467,312 shares
    Change vs previous 13F +27,963 shares

    3.07% of the 13F portfolio, value $29,357,000.

    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 439,349 shares
    Change vs previous 13F not available

    3.12% of the 13F portfolio, value $27,534,000.

    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).