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BerganKDV Wealth Management, LLC: KLAC position timeline

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

BerganKDV Wealth Management, LLC held 0 KLAC shares at 2022-12-31 per its 13F-HR filed 2023-01-31.

the latest 13F is the newest step

  1. period ended2022-12-31
    13F 0 shares
    Change vs previous 13F -158 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-09-30
    13F 158 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $48,000.

    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).

  3. period ended2022-06-30
    13F 158 shares
    Change vs previous 13F +1 shares

    0.01% of the 13F portfolio, value $50,000.

    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).

  4. period ended2022-03-31
    13F 157 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $57,000.

    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).

  5. period ended2021-12-31
    13F 157 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $68,000.

    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).

  6. period ended2021-09-30
    13F 157 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $53,000.

    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).