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BerganKDV Wealth Management, LLC: SPYX position timeline

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

BerganKDV Wealth Management, LLC held 29,383 SPYX 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 29,383 shares
    Change vs previous 13F +12,242 shares

    0.11% of the 13F portfolio, value $1,062,784.

    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 17,141 shares
    Change vs previous 13F +11,444 shares

    0.06% of the 13F portfolio, value $569,767.

    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 5,697 shares
    Change vs previous 13F +472 shares

    0.06% of the 13F portfolio, value $531,815.

    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 5,225 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $455,000.

    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 5,213 shares
    Change vs previous 13F +56 shares

    0.06% of the 13F portfolio, value $481,000.

    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 5,157 shares
    Change vs previous 13F +157 shares

    0.06% of the 13F portfolio, value $573,000.

    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 5,000 shares
    Change vs previous 13F +1,013 shares

    0.06% of the 13F portfolio, value $589,000.

    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 3,987 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $424,000.

    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).