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
- period ended2023-06-3013F 44,394 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 44,377 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 43,197 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 37,073 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 36,777 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 35,739 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 35,306 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 34,921 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).