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BerganKDV Wealth Management, LLC: HD position timeline

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

BerganKDV Wealth Management, LLC held 5,322 HD 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 5,322 shares
    Change vs previous 13F -328 shares

    0.17% of the 13F portfolio, value $1,653,227.

    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 5,650 shares
    Change vs previous 13F +212 shares

    0.17% of the 13F portfolio, value $1,667,515.

    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 5,438 shares
    Change vs previous 13F -47 shares

    0.19% of the 13F portfolio, value $1,717,637.

    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 5,485 shares
    Change vs previous 13F -11 shares

    0.18% of the 13F portfolio, value $1,513,000.

    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 5,496 shares
    Change vs previous 13F +125 shares

    0.17% of the 13F portfolio, value $1,508,000.

    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 5,371 shares
    Change vs previous 13F -616 shares

    0.17% of the 13F portfolio, value $1,608,000.

    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 5,987 shares
    Change vs previous 13F +812 shares

    0.26% of the 13F portfolio, value $2,485,000.

    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 5,175 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,699,000.

    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).