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BerganKDV Wealth Management, LLC: PFG position timeline

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

BerganKDV Wealth Management, LLC held 27,620 PFG 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 27,620 shares
    Change vs previous 13F -2,301 shares

    0.21% of the 13F portfolio, value $2,094,685.

    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 29,921 shares
    Change vs previous 13F -25,003 shares

    0.23% of the 13F portfolio, value $2,223,706.

    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 54,924 shares
    Change vs previous 13F -2,424 shares

    0.5% of the 13F portfolio, value $4,609,196.

    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 57,348 shares
    Change vs previous 13F +993 shares

    0.5% of the 13F portfolio, value $4,138,000.

    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 56,355 shares
    Change vs previous 13F -44 shares

    0.43% of the 13F portfolio, value $3,764,000.

    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 56,399 shares
    Change vs previous 13F +4,596 shares

    0.44% of the 13F portfolio, value $4,140,000.

    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 51,803 shares
    Change vs previous 13F -1,358 shares

    0.39% of the 13F portfolio, value $3,747,000.

    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 53,161 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,424,000.

    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).