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BerganKDV Wealth Management, LLC: SCHG position timeline

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

BerganKDV Wealth Management, LLC held 65,033 SCHG 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 65,033 shares
    Change vs previous 13F -314 shares

    0.49% of the 13F portfolio, value $4,874,251.

    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 65,347 shares
    Change vs previous 13F -161 shares

    0.44% of the 13F portfolio, value $4,258,688.

    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 65,508 shares
    Change vs previous 13F -11,518 shares

    0.39% of the 13F portfolio, value $3,639,638.

    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 77,026 shares
    Change vs previous 13F -8,793 shares

    0.51% of the 13F portfolio, value $4,299,000.

    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 85,819 shares
    Change vs previous 13F -2,628 shares

    0.57% of the 13F portfolio, value $4,977,000.

    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 88,447 shares
    Change vs previous 13F +43,567 shares

    0.71% of the 13F portfolio, value $6,618,000.

    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 44,880 shares
    Change vs previous 13F -1,605 shares

    0.77% of the 13F portfolio, value $7,349,000.

    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 46,485 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,884,000.

    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).