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BerganKDV Wealth Management, LLC: NUSC position timeline

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

BerganKDV Wealth Management, LLC held 28,936 NUSC 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 28,936 shares
    Change vs previous 13F +10,653 shares

    0.11% of the 13F portfolio, value $1,070,343.

    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 18,283 shares
    Change vs previous 13F +3,484 shares

    0.07% of the 13F portfolio, value $647,402.

    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 14,799 shares
    Change vs previous 13F -2,248 shares

    0.05% of the 13F portfolio, value $505,830.

    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 17,047 shares
    Change vs previous 13F +1,715 shares

    0.07% of the 13F portfolio, value $547,000.

    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 15,332 shares
    Change vs previous 13F +95 shares

    0.06% of the 13F portfolio, value $503,000.

    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 15,237 shares
    Change vs previous 13F +1,296 shares

    0.06% of the 13F portfolio, value $607,000.

    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 13,941 shares
    Change vs previous 13F +2,186 shares

    0.06% of the 13F portfolio, value $586,000.

    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 11,755 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $511,000.

    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).