BerganKDV Wealth Management, LLC: JPST position timeline

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

BerganKDV Wealth Management, LLC held 0 JPST shares at 2022-06-30 per its 13F-HR filed 2022-07-13.

the latest 13F is the newest step

period ended2022-06-30
13F 0 shares
Change vs previous 13F -1,108 shares
13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
Filed 2022-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2022-03-31
13F 1,108 shares
Change vs previous 13F 0 shares
0.01% of the 13F portfolio, value $56,000.
13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 1,108 shares
Change vs previous 13F -2,440 shares
0.01% of the 13F portfolio, value $56,000.
13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
Filed 2022-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 3,548 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $180,000.
13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).