Skip to content

BerganKDV Wealth Management, LLC: GDS position timeline

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

BerganKDV Wealth Management, LLC held 3,000 GDS 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 3,000 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $32,970.

    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 3,000 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $55,980.

    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 3,000 shares
    Change vs previous 13F -2,500 shares

    0.01% of the 13F portfolio, value $61,860.

    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 5,500 shares
    Change vs previous 13F +2,000 shares

    0.01% of the 13F portfolio, value $97,000.

    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 3,500 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $117,000.

    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).