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BerganKDV Wealth Management, LLC: MPT position timeline

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

BerganKDV Wealth Management, LLC held 73,114 MPT 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 73,114 shares
    Change vs previous 13F +3,445 shares

    0.07% of the 13F portfolio, value $677,036.

    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 69,669 shares
    Change vs previous 13F +11,636 shares

    0.06% of the 13F portfolio, value $572,680.

    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 58,033 shares
    Change vs previous 13F -14,714 shares

    0.07% of the 13F portfolio, value $646,488.

    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 72,747 shares
    Change vs previous 13F +5,148 shares

    0.1% of the 13F portfolio, value $863,000.

    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 67,599 shares
    Change vs previous 13F +624 shares

    0.12% of the 13F portfolio, value $1,032,000.

    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 66,975 shares
    Change vs previous 13F +7,845 shares

    0.15% of the 13F portfolio, value $1,416,000.

    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 59,130 shares
    Change vs previous 13F -3,934 shares

    0.15% of the 13F portfolio, value $1,397,000.

    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 63,064 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,266,000.

    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).