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BerganKDV Wealth Management, LLC: FLRN position timeline

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

BerganKDV Wealth Management, LLC held 14,297 FLRN 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 14,297 shares
    Change vs previous 13F -2,131 shares

    0.04% of the 13F portfolio, value $438,775.

    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 16,428 shares
    Change vs previous 13F +1,928 shares

    0.05% of the 13F portfolio, value $499,905.

    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 14,500 shares
    Change vs previous 13F -1,483 shares

    0.05% of the 13F portfolio, value $440,655.

    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 15,983 shares
    Change vs previous 13F -4,486 shares

    0.06% of the 13F portfolio, value $484,000.

    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 20,469 shares
    Change vs previous 13F -1,210 shares

    0.07% of the 13F portfolio, value $616,000.

    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 21,679 shares
    Change vs previous 13F -1,553 shares

    0.07% of the 13F portfolio, value $661,000.

    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 23,232 shares
    Change vs previous 13F -2,768 shares

    0.07% of the 13F portfolio, value $711,000.

    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 26,000 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $797,000.

    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).