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BerganKDV Wealth Management, LLC: RSPH position timeline

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

BerganKDV Wealth Management, LLC held 23,365 RSPH 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 23,365 shares
    Change vs previous 13F -220 shares

    0.7% of the 13F portfolio, value $6,963,305.

    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 23,585 shares
    Change vs previous 13F -405 shares

    0.71% of the 13F portfolio, value $6,879,287.

    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 23,990 shares
    Change vs previous 13F -213 shares

    0.75% of the 13F portfolio, value $6,920,407.

    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 24,203 shares
    Change vs previous 13F +103 shares

    0.73% of the 13F portfolio, value $6,082,000.

    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 24,100 shares
    Change vs previous 13F +619 shares

    0.74% of the 13F portfolio, value $6,456,000.

    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 23,481 shares
    Change vs previous 13F +163 shares

    0.77% of the 13F portfolio, value $7,195,000.

    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 23,318 shares
    Change vs previous 13F -126 shares

    0.78% of the 13F portfolio, value $7,473,000.

    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 23,444 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $6,991,000.

    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).