Skip to content
Disclosery

BerganKDV Wealth Management, LLC: GOOGL position timeline

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

BerganKDV Wealth Management, LLC held 12,056 GOOGL 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 12,056 shares
    Change vs previous 13F -759 shares

    0.14% of the 13F portfolio, value $1,443,104.

    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 12,815 shares
    Change vs previous 13F -97 shares

    0.14% of the 13F portfolio, value $1,329,300.

    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 12,912 shares
    Change vs previous 13F -513 shares

    0.12% of the 13F portfolio, value $1,139,226.

    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 13,425 shares
    Change vs previous 13F +12,816 shares

    0.15% of the 13F portfolio, value $1,284,000.

    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 609 shares
    Change vs previous 13F +260 shares

    0.15% of the 13F portfolio, value $1,327,000.

    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 349 shares
    Change vs previous 13F -6 shares

    0.1% of the 13F portfolio, value $971,000.

    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 355 shares
    Change vs previous 13F +22 shares

    0.11% of the 13F portfolio, value $1,028,000.

    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 333 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $890,000.

    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).