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BerganKDV Wealth Management, LLC: JPM position timeline

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

BerganKDV Wealth Management, LLC held 39,777 JPM 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 39,777 shares
    Change vs previous 13F -887 shares

    0.58% of the 13F portfolio, value $5,785,170.

    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 40,664 shares
    Change vs previous 13F +2,270 shares

    0.55% of the 13F portfolio, value $5,298,984.

    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 38,394 shares
    Change vs previous 13F +2,399 shares

    0.56% of the 13F portfolio, value $5,148,636.

    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 35,995 shares
    Change vs previous 13F +2,079 shares

    0.45% of the 13F portfolio, value $3,762,000.

    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 33,916 shares
    Change vs previous 13F +24,649 shares

    0.44% of the 13F portfolio, value $3,819,000.

    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 9,267 shares
    Change vs previous 13F -988 shares

    0.14% of the 13F portfolio, value $1,263,000.

    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 10,255 shares
    Change vs previous 13F +977 shares

    0.17% of the 13F portfolio, value $1,624,000.

    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 9,278 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,519,000.

    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).