Skip to content
Disclosery

BerganKDV Wealth Management, LLC: MRK position timeline

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

BerganKDV Wealth Management, LLC held 29,451 MRK 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 29,451 shares
    Change vs previous 13F -854 shares

    0.34% of the 13F portfolio, value $3,398,297.

    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 30,305 shares
    Change vs previous 13F -783 shares

    0.33% of the 13F portfolio, value $3,224,110.

    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 31,088 shares
    Change vs previous 13F -533 shares

    0.37% of the 13F portfolio, value $3,449,179.

    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 31,621 shares
    Change vs previous 13F +1,076 shares

    0.33% of the 13F portfolio, value $2,723,000.

    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 30,545 shares
    Change vs previous 13F -6 shares

    0.32% of the 13F portfolio, value $2,785,000.

    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 30,551 shares
    Change vs previous 13F +2,332 shares

    0.27% of the 13F portfolio, value $2,507,000.

    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 28,219 shares
    Change vs previous 13F -277 shares

    0.23% of the 13F portfolio, value $2,163,000.

    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 28,496 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $2,140,000.

    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).