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BerganKDV Wealth Management, LLC: IGIB position timeline

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

BerganKDV Wealth Management, LLC held 284 IGIB 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 284 shares
    Change vs previous 13F -1,122 shares

    <0.01% of the 13F portfolio, value $14,362.

    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 1,406 shares
    Change vs previous 13F -10,840 shares

    0.01% of the 13F portfolio, value $72,100.

    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 12,246 shares
    Change vs previous 13F -6,816 shares

    0.07% of the 13F portfolio, value $606,317.

    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 19,062 shares
    Change vs previous 13F -5,688 shares

    0.11% of the 13F portfolio, value $920,000.

    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 24,750 shares
    Change vs previous 13F -592,865 shares

    0.14% of the 13F portfolio, value $1,264,000.

    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 617,615 shares
    Change vs previous 13F +18,846 shares

    3.62% of the 13F portfolio, value $33,889,000.

    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 598,769 shares
    Change vs previous 13F -83,215 shares

    3.71% of the 13F portfolio, value $35,489,000.

    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 681,984 shares
    Change vs previous 13F not available

    4.64% of the 13F portfolio, value $40,960,000.

    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).