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BerganKDV Wealth Management, LLC: PFE position timeline

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

BerganKDV Wealth Management, LLC held 66,019 PFE 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 66,019 shares
    Change vs previous 13F -351 shares

    0.24% of the 13F portfolio, value $2,421,583.

    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 66,370 shares
    Change vs previous 13F +526 shares

    0.28% of the 13F portfolio, value $2,707,898.

    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 65,844 shares
    Change vs previous 13F -1,903 shares

    0.37% of the 13F portfolio, value $3,373,840.

    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 67,747 shares
    Change vs previous 13F +996 shares

    0.35% of the 13F portfolio, value $2,965,000.

    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 66,751 shares
    Change vs previous 13F +1,652 shares

    0.4% of the 13F portfolio, value $3,500,000.

    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 65,099 shares
    Change vs previous 13F +4,434 shares

    0.36% of the 13F portfolio, value $3,370,000.

    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 60,665 shares
    Change vs previous 13F -2,837 shares

    0.37% of the 13F portfolio, value $3,582,000.

    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 63,502 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,731,000.

    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).