Skip to content
Disclosery

BerganKDV Wealth Management, LLC: PZA position timeline

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

BerganKDV Wealth Management, LLC held 20,815 PZA 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 20,815 shares
    Change vs previous 13F -183 shares

    0.05% of the 13F portfolio, value $491,234.

    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 20,998 shares
    Change vs previous 13F +12,547 shares

    0.05% of the 13F portfolio, value $497,233.

    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 8,451 shares
    Change vs previous 13F -13,236 shares

    0.02% of the 13F portfolio, value $193,866.

    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 21,687 shares
    Change vs previous 13F +437 shares

    0.06% of the 13F portfolio, value $479,000.

    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 21,250 shares
    Change vs previous 13F -849 shares

    0.06% of the 13F portfolio, value $498,000.

    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 22,099 shares
    Change vs previous 13F +1,157 shares

    0.06% of the 13F portfolio, value $551,000.

    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 20,942 shares
    Change vs previous 13F +2,962 shares

    0.06% of the 13F portfolio, value $568,000.

    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 17,980 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $483,000.

    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).