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BerganKDV Wealth Management, LLC: SCHD position timeline

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

BerganKDV Wealth Management, LLC held 27,325 SCHD 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 27,325 shares
    Change vs previous 13F +120 shares

    0.2% of the 13F portfolio, value $1,984,358.

    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 27,205 shares
    Change vs previous 13F +148 shares

    0.21% of the 13F portfolio, value $1,990,296.

    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 27,057 shares
    Change vs previous 13F -2,554 shares

    0.22% of the 13F portfolio, value $2,043,856.

    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 29,611 shares
    Change vs previous 13F -3,764 shares

    0.24% of the 13F portfolio, value $1,967,000.

    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 33,375 shares
    Change vs previous 13F -859 shares

    0.27% of the 13F portfolio, value $2,391,000.

    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 34,234 shares
    Change vs previous 13F -760 shares

    0.29% of the 13F portfolio, value $2,701,000.

    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 34,994 shares
    Change vs previous 13F -881 shares

    0.3% of the 13F portfolio, value $2,829,000.

    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 35,875 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,663,000.

    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).