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BerganKDV Wealth Management, LLC: ISTB position timeline

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

BerganKDV Wealth Management, LLC held 157,849 ISTB 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 157,849 shares
    Change vs previous 13F +8,264 shares

    0.74% of the 13F portfolio, value $7,362,060.

    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 149,585 shares
    Change vs previous 13F -2,184 shares

    0.73% of the 13F portfolio, value $7,053,696.

    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 151,769 shares
    Change vs previous 13F -13,912 shares

    0.76% of the 13F portfolio, value $7,048,166.

    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 165,681 shares
    Change vs previous 13F -25,672 shares

    0.91% of the 13F portfolio, value $7,638,000.

    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 191,353 shares
    Change vs previous 13F -8,218 shares

    1.04% of the 13F portfolio, value $9,070,000.

    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 199,571 shares
    Change vs previous 13F +22,039 shares

    1.03% of the 13F portfolio, value $9,671,000.

    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 177,532 shares
    Change vs previous 13F +23,923 shares

    0.93% of the 13F portfolio, value $8,953,000.

    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 153,609 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $7,845,000.

    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).