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BerganKDV Wealth Management, LLC: KO position timeline

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

BerganKDV Wealth Management, LLC held 116,735 KO 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 116,735 shares
    Change vs previous 13F +2,661 shares

    0.7% of the 13F portfolio, value $7,029,775.

    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 114,074 shares
    Change vs previous 13F +3,524 shares

    0.73% of the 13F portfolio, value $7,076,007.

    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 110,550 shares
    Change vs previous 13F +6,368 shares

    0.76% of the 13F portfolio, value $7,032,082.

    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 104,182 shares
    Change vs previous 13F +6,248 shares

    0.7% of the 13F portfolio, value $5,836,000.

    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 97,934 shares
    Change vs previous 13F +4,896 shares

    0.71% of the 13F portfolio, value $6,161,000.

    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 93,038 shares
    Change vs previous 13F +4,748 shares

    0.62% of the 13F portfolio, value $5,768,000.

    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 88,290 shares
    Change vs previous 13F +3,189 shares

    0.55% of the 13F portfolio, value $5,228,000.

    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 85,101 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,465,000.

    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).