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BerganKDV Wealth Management, LLC: IEFA position timeline

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

BerganKDV Wealth Management, LLC held 481,958 IEFA 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 481,958 shares
    Change vs previous 13F +7,427 shares

    3.25% of the 13F portfolio, value $32,532,160.

    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 474,531 shares
    Change vs previous 13F +17,946 shares

    3.27% of the 13F portfolio, value $31,722,389.

    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 456,585 shares
    Change vs previous 13F +23,179 shares

    3.05% of the 13F portfolio, value $28,143,893.

    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 433,406 shares
    Change vs previous 13F +14,674 shares

    2.73% of the 13F portfolio, value $22,828,000.

    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 418,732 shares
    Change vs previous 13F +12,088 shares

    2.82% of the 13F portfolio, value $24,642,000.

    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 406,644 shares
    Change vs previous 13F +46,091 shares

    3.02% of the 13F portfolio, value $28,266,000.

    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 360,553 shares
    Change vs previous 13F +40,301 shares

    2.81% of the 13F portfolio, value $26,912,000.

    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 320,252 shares
    Change vs previous 13F not available

    2.7% of the 13F portfolio, value $23,779,000.

    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).