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BerganKDV Wealth Management, LLC: SHY position timeline

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

BerganKDV Wealth Management, LLC held 18,422 SHY 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 18,422 shares
    Change vs previous 13F -1,315 shares

    0.15% of the 13F portfolio, value $1,493,697.

    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 19,737 shares
    Change vs previous 13F -188,469 shares

    0.17% of the 13F portfolio, value $1,621,592.

    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 208,206 shares
    Change vs previous 13F +186,640 shares

    1.83% of the 13F portfolio, value $16,900,095.

    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 21,566 shares
    Change vs previous 13F +1,257 shares

    0.21% of the 13F portfolio, value $1,751,000.

    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 20,309 shares
    Change vs previous 13F -1,993 shares

    0.19% of the 13F portfolio, value $1,681,000.

    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 22,302 shares
    Change vs previous 13F +1,606 shares

    0.2% of the 13F portfolio, value $1,859,000.

    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 20,696 shares
    Change vs previous 13F -766 shares

    0.18% of the 13F portfolio, value $1,770,000.

    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 21,462 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,849,000.

    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).