BerganKDV Wealth Management, LLC: EXP position timeline

BerganKDV Wealth Management, LLC held 8,732 EXP 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 8,732 shares

   Change vs previous 13F +182 shares

   0.16% of the 13F portfolio, value $1,627,820.

   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 8,550 shares

   Change vs previous 13F +689 shares

   0.13% of the 13F portfolio, value $1,254,713.

   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 7,861 shares

   Change vs previous 13F +1,250 shares

   0.11% of the 13F portfolio, value $1,044,334.

   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 6,611 shares

   Change vs previous 13F +464 shares

   0.08% of the 13F portfolio, value $709,000.

   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 6,147 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $676,000.

   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).