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
- period ended2023-06-3013F 14,297 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 16,428 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 14,500 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 15,983 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 20,469 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 21,679 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 23,232 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 26,000 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).