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BerganKDV Wealth Management, LLC: SCHA position timeline

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

BerganKDV Wealth Management, LLC held 779,074 SCHA 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 779,074 shares
    Change vs previous 13F +11,584 shares

    3.41% of the 13F portfolio, value $34,123,449.

    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 767,490 shares
    Change vs previous 13F +14,141 shares

    3.32% of the 13F portfolio, value $32,180,866.

    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 753,349 shares
    Change vs previous 13F +207,995 shares

    3.31% of the 13F portfolio, value $30,518,169.

    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 545,354 shares
    Change vs previous 13F +24,079 shares

    2.47% of the 13F portfolio, value $20,614,000.

    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 521,275 shares
    Change vs previous 13F +17,359 shares

    2.33% of the 13F portfolio, value $20,324,000.

    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 503,916 shares
    Change vs previous 13F +256,566 shares

    2.55% of the 13F portfolio, value $23,865,000.

    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 247,350 shares
    Change vs previous 13F +7,898 shares

    2.64% of the 13F portfolio, value $25,329,000.

    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 239,452 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $23,969,000.

    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).