Skip to content
Disclosery

BerganKDV Wealth Management, LLC: SCHR position timeline

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

BerganKDV Wealth Management, LLC held 1,780,773 SCHR 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 1,780,773 shares
    Change vs previous 13F +10,000 shares

    8.78% of the 13F portfolio, value $87,756,501.

    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 1,770,773 shares
    Change vs previous 13F +118,908 shares

    9.2% of the 13F portfolio, value $89,300,092.

    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 1,651,865 shares
    Change vs previous 13F -42,160 shares

    8.81% of the 13F portfolio, value $81,321,330.

    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 1,694,025 shares
    Change vs previous 13F +532,544 shares

    9.96% of the 13F portfolio, value $83,244,000.

    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 1,161,481 shares
    Change vs previous 13F +50,547 shares

    6.86% of the 13F portfolio, value $59,932,000.

    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 1,110,934 shares
    Change vs previous 13F +24,866 shares

    6.33% of the 13F portfolio, value $59,157,000.

    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 1,086,068 shares
    Change vs previous 13F -76,272 shares

    6.37% of the 13F portfolio, value $60,972,000.

    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 1,162,340 shares
    Change vs previous 13F not available

    7.47% of the 13F portfolio, value $65,916,000.

    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).