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BerganKDV Wealth Management, LLC: IDXX position timeline

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

BerganKDV Wealth Management, LLC held 870 IDXX 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 870 shares
    Change vs previous 13F -129 shares

    0.04% of the 13F portfolio, value $436,941.

    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 999 shares
    Change vs previous 13F -120 shares

    0.05% of the 13F portfolio, value $499,580.

    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 1,119 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $456,507.

    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 1,119 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $365,000.

    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 1,119 shares
    Change vs previous 13F -204 shares

    0.04% of the 13F portfolio, value $392,000.

    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 1,323 shares
    Change vs previous 13F -116 shares

    0.08% of the 13F portfolio, value $724,000.

    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 1,439 shares
    Change vs previous 13F +136 shares

    0.1% of the 13F portfolio, value $948,000.

    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 1,303 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $810,000.

    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).