Skip to content
Disclosery

BerganKDV Wealth Management, LLC: O position timeline

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

BerganKDV Wealth Management, LLC held 25,324 O 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 25,324 shares
    Change vs previous 13F +429 shares

    0.15% of the 13F portfolio, value $1,514,099.

    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 24,895 shares
    Change vs previous 13F -429 shares

    0.16% of the 13F portfolio, value $1,576,339.

    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 25,324 shares
    Change vs previous 13F -391 shares

    0.17% of the 13F portfolio, value $1,606,325.

    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 25,715 shares
    Change vs previous 13F +2,002 shares

    0.18% of the 13F portfolio, value $1,497,000.

    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 23,713 shares
    Change vs previous 13F +124 shares

    0.19% of the 13F portfolio, value $1,619,000.

    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 23,589 shares
    Change vs previous 13F +2,273 shares

    0.17% of the 13F portfolio, value $1,635,000.

    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 21,316 shares
    Change vs previous 13F -594 shares

    0.16% of the 13F portfolio, value $1,526,000.

    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 21,910 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,421,000.

    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).