BerganKDV Wealth Management, LLC: MDT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on MDT, newest first. How the timeline and the estimate are built.
BerganKDV Wealth Management, LLC held 102,534 MDT shares at 2023-06-30 per its 13F-HR filed 2023-07-24.
the latest 13F is the newest step
- period ended2023-06-3013F 102,534 sharesChange vs previous 13F +1,712 shares
0.9% of the 13F portfolio, value $9,033,222.
13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 100,822 sharesChange vs previous 13F +41,880 shares
0.84% of the 13F portfolio, value $8,128,285.
13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 58,942 sharesChange vs previous 13F +2,434 shares
0.5% of the 13F portfolio, value $4,580,995.
13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 56,508 sharesChange vs previous 13F +1,219 shares
0.55% of the 13F portfolio, value $4,563,000.
13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 55,289 sharesChange vs previous 13F +1,533 shares
0.57% of the 13F portfolio, value $4,962,000.
13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 53,756 sharesChange vs previous 13F -15,313 shares
0.64% of the 13F portfolio, value $5,964,000.
13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 69,069 sharesChange vs previous 13F +19,879 shares
0.75% of the 13F portfolio, value $7,145,000.
13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 49,190 sharesChange vs previous 13F not available
0.7% of the 13F portfolio, value $6,166,000.
13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).