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BerganKDV Wealth Management, LLC: LMBS position timeline

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

BerganKDV Wealth Management, LLC held 40,566 LMBS 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 40,566 shares
    Change vs previous 13F -1,241 shares

    0.19% of the 13F portfolio, value $1,933,764.

    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 41,807 shares
    Change vs previous 13F +1,469 shares

    0.21% of the 13F portfolio, value $2,001,284.

    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 40,338 shares
    Change vs previous 13F +90 shares

    0.21% of the 13F portfolio, value $1,912,407.

    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 40,248 shares
    Change vs previous 13F -29,382 shares

    0.23% of the 13F portfolio, value $1,906,000.

    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 69,630 shares
    Change vs previous 13F +3,569 shares

    0.39% of the 13F portfolio, value $3,363,000.

    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 66,061 shares
    Change vs previous 13F +4,860 shares

    0.35% of the 13F portfolio, value $3,234,000.

    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 61,201 shares
    Change vs previous 13F +3,245 shares

    0.32% of the 13F portfolio, value $3,059,000.

    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 57,956 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,931,000.

    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).