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BerganKDV Wealth Management, LLC: PPG position timeline

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

BerganKDV Wealth Management, LLC held 34,695 PPG 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 34,695 shares
    Change vs previous 13F +999 shares

    0.51% of the 13F portfolio, value $5,145,281.

    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 33,696 shares
    Change vs previous 13F +1,845 shares

    0.46% of the 13F portfolio, value $4,501,140.

    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 31,851 shares
    Change vs previous 13F +2,724 shares

    0.43% of the 13F portfolio, value $4,004,961.

    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 29,127 shares
    Change vs previous 13F +2,056 shares

    0.39% of the 13F portfolio, value $3,224,000.

    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 27,071 shares
    Change vs previous 13F +1,573 shares

    0.35% of the 13F portfolio, value $3,095,000.

    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 25,498 shares
    Change vs previous 13F +1,570 shares

    0.36% of the 13F portfolio, value $3,342,000.

    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 23,928 shares
    Change vs previous 13F -239 shares

    0.43% of the 13F portfolio, value $4,126,000.

    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 24,167 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $3,456,000.

    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).