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BerganKDV Wealth Management, LLC: SCHZ position timeline

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

BerganKDV Wealth Management, LLC held 22,063 SCHZ 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 22,063 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,018,429.

    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 22,063 shares
    Change vs previous 13F -1,285 shares

    0.11% of the 13F portfolio, value $1,034,976.

    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 23,348 shares
    Change vs previous 13F +2,975 shares

    0.12% of the 13F portfolio, value $1,065,815.

    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 20,373 shares
    Change vs previous 13F -16,636 shares

    0.11% of the 13F portfolio, value $923,000.

    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 37,009 shares
    Change vs previous 13F -10,961 shares

    0.2% of the 13F portfolio, value $1,772,000.

    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 47,970 shares
    Change vs previous 13F -1,109 shares

    0.26% of the 13F portfolio, value $2,426,000.

    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 49,079 shares
    Change vs previous 13F -2,583 shares

    0.28% of the 13F portfolio, value $2,645,000.

    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 51,662 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,803,000.

    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).