BerganKDV Wealth Management, LLC: SCHB position timeline

BerganKDV Wealth Management, LLC held 1,684 SCHB 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 1,684 shares

   Change vs previous 13F -129 shares

   0.01% of the 13F portfolio, value $87,078.

   13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2023-03-31

   13F 1,813 shares

   Change vs previous 13F +502 shares

   0.01% of the 13F portfolio, value $86,731.

   13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
   Filed 2023-04-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2022-12-31

   13F 1,311 shares

   Change vs previous 13F -69 shares

   0.01% of the 13F portfolio, value $58,738.

   13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
   Filed 2023-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2022-09-30

   13F 1,380 shares

   Change vs previous 13F +80 shares

   0.01% of the 13F portfolio, value $58,000.

   13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
   Filed 2022-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2022-06-30

   13F 1,300 shares

   Change vs previous 13F +131 shares

   0.01% of the 13F portfolio, value $57,000.

   13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
   Filed 2022-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2022-03-31

   13F 1,169 shares

   Change vs previous 13F +584 shares

   0.01% of the 13F portfolio, value $62,000.

   13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
   Filed 2022-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2021-12-31

   13F 585 shares

   Change vs previous 13F +48 shares

   0.01% of the 13F portfolio, value $66,000.

   13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
   Filed 2022-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2021-09-30

   13F 537 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $56,000.

   13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

   Acceptance time not in the bulk data set (spec §4.2).