BerganKDV Wealth Management, LLC: FISV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on FISV, newest first. How the timeline and the estimate are built.
BerganKDV Wealth Management, LLC held 12,030 FISV shares at 2023-06-30 per its 13F-HR filed 2023-07-24.
the latest 13F is the newest step
- period ended2023-06-3013F 12,030 sharesChange vs previous 13F -802 shares
0.15% of the 13F portfolio, value $1,517,585.
13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 12,832 sharesChange vs previous 13F +539 shares
0.15% of the 13F portfolio, value $1,450,401.
13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 12,293 sharesChange vs previous 13F -42 shares
0.13% of the 13F portfolio, value $1,242,454.
13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 12,335 sharesChange vs previous 13F -405 shares
0.14% of the 13F portfolio, value $1,154,000.
13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 12,740 sharesChange vs previous 13F +542 shares
0.13% of the 13F portfolio, value $1,133,000.
13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 12,198 sharesChange vs previous 13F +702 shares
0.13% of the 13F portfolio, value $1,237,000.
13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 11,496 sharesChange vs previous 13F -209 shares
0.12% of the 13F portfolio, value $1,193,000.
13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 11,705 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $1,270,000.
13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).