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BerganKDV Wealth Management, LLC: HYMB position timeline

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

BerganKDV Wealth Management, LLC held 15,916 HYMB 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 15,916 shares
    Change vs previous 13F -247 shares

    0.04% of the 13F portfolio, value $398,060.

    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 16,163 shares
    Change vs previous 13F +13,096 shares

    0.04% of the 13F portfolio, value $404,722.

    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 3,067 shares
    Change vs previous 13F -4,518 shares

    0.02% of the 13F portfolio, value $150,191.

    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 7,585 shares
    Change vs previous 13F -204 shares

    0.04% of the 13F portfolio, value $363,000.

    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 7,789 shares
    Change vs previous 13F -316 shares

    0.05% of the 13F portfolio, value $400,000.

    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 8,105 shares
    Change vs previous 13F +397 shares

    0.05% of the 13F portfolio, value $447,000.

    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 7,708 shares
    Change vs previous 13F +1,324 shares

    0.05% of the 13F portfolio, value $463,000.

    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 6,384 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $383,000.

    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).