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BerganKDV Wealth Management, LLC: LOW position timeline

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

BerganKDV Wealth Management, LLC held 30,447 LOW 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 30,447 shares
    Change vs previous 13F +531 shares

    0.69% of the 13F portfolio, value $6,871,884.

    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 29,916 shares
    Change vs previous 13F +1,683 shares

    0.62% of the 13F portfolio, value $5,982,208.

    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 28,233 shares
    Change vs previous 13F +2,354 shares

    0.61% of the 13F portfolio, value $5,625,167.

    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 25,879 shares
    Change vs previous 13F +1,648 shares

    0.58% of the 13F portfolio, value $4,860,000.

    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 24,231 shares
    Change vs previous 13F -1,438 shares

    0.48% of the 13F portfolio, value $4,232,000.

    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 25,669 shares
    Change vs previous 13F +1,721 shares

    0.55% of the 13F portfolio, value $5,190,000.

    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 23,948 shares
    Change vs previous 13F -705 shares

    0.65% of the 13F portfolio, value $6,190,000.

    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 24,653 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $5,001,000.

    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).