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BerganKDV Wealth Management, LLC: GNTX position timeline

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

BerganKDV Wealth Management, LLC held 4,809 GNTX 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 4,809 shares
    Change vs previous 13F -2,204 shares

    0.01% of the 13F portfolio, value $140,716.

    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 7,013 shares
    Change vs previous 13F -1,616 shares

    0.02% of the 13F portfolio, value $196,579.

    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 8,629 shares
    Change vs previous 13F -2,359 shares

    0.03% of the 13F portfolio, value $235,317.

    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 10,988 shares
    Change vs previous 13F -1,268 shares

    0.03% of the 13F portfolio, value $262,000.

    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 12,256 shares
    Change vs previous 13F -354 shares

    0.04% of the 13F portfolio, value $343,000.

    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 12,610 shares
    Change vs previous 13F -846 shares

    0.04% of the 13F portfolio, value $368,000.

    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 13,456 shares
    Change vs previous 13F -5,374 shares

    0.05% of the 13F portfolio, value $469,000.

    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 18,830 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $621,000.

    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).