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BerganKDV Wealth Management, LLC: PG position timeline

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

BerganKDV Wealth Management, LLC held 44,394 PG 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 44,394 shares
    Change vs previous 13F +17 shares

    0.67% of the 13F portfolio, value $6,736,381.

    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 44,377 shares
    Change vs previous 13F +1,180 shares

    0.68% of the 13F portfolio, value $6,598,369.

    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 43,197 shares
    Change vs previous 13F +6,124 shares

    0.71% of the 13F portfolio, value $6,546,922.

    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 37,073 shares
    Change vs previous 13F +296 shares

    0.56% of the 13F portfolio, value $4,680,000.

    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 36,777 shares
    Change vs previous 13F +1,038 shares

    0.61% of the 13F portfolio, value $5,288,000.

    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 35,739 shares
    Change vs previous 13F +433 shares

    0.58% of the 13F portfolio, value $5,461,000.

    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 35,306 shares
    Change vs previous 13F +385 shares

    0.6% of the 13F portfolio, value $5,775,000.

    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 34,921 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,882,000.

    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).