BerganKDV Wealth Management, LLC: EFIV position timeline

BerganKDV Wealth Management, LLC held 33,174 EFIV 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 33,174 shares

   Change vs previous 13F +13,572 shares

   0.14% of the 13F portfolio, value $1,428,141.

   13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

2. period ended2023-03-31

   13F 19,602 shares

   Change vs previous 13F +31 shares

   0.08% of the 13F portfolio, value $772,907.

   13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
   Filed 2023-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

3. period ended2022-12-31

   13F 19,571 shares

   Change vs previous 13F +1,584 shares

   0.08% of the 13F portfolio, value $717,473.

   13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
   Filed 2023-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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

4. period ended2022-09-30

   13F 17,987 shares

   Change vs previous 13F +29 shares

   0.07% of the 13F portfolio, value $612,000.

   13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
   Filed 2022-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

5. period ended2022-06-30

   13F 17,958 shares

   Change vs previous 13F +51 shares

   0.07% of the 13F portfolio, value $651,000.

   13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
   Filed 2022-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

6. period ended2022-03-31

   13F 17,907 shares

   Change vs previous 13F +583 shares

   0.08% of the 13F portfolio, value $778,000.

   13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
   Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

7. period ended2021-12-31

   13F 17,324 shares

   Change vs previous 13F +3,335 shares

   0.08% of the 13F portfolio, value $785,000.

   13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
   Filed 2022-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

8. period ended2021-09-30

   13F 13,989 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $564,000.

   13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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