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BerganKDV Wealth Management, LLC: SWK position timeline

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

BerganKDV Wealth Management, LLC held 27,104 SWK 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 27,104 shares
    Change vs previous 13F +1,169 shares

    0.25% of the 13F portfolio, value $2,539,931.

    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 25,935 shares
    Change vs previous 13F +3,739 shares

    0.22% of the 13F portfolio, value $2,089,803.

    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 22,196 shares
    Change vs previous 13F +123 shares

    0.18% of the 13F portfolio, value $1,667,400.

    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 22,073 shares
    Change vs previous 13F +1,405 shares

    0.2% of the 13F portfolio, value $1,660,000.

    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 20,668 shares
    Change vs previous 13F +1,189 shares

    0.25% of the 13F portfolio, value $2,167,000.

    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 19,479 shares
    Change vs previous 13F +1,545 shares

    0.29% of the 13F portfolio, value $2,723,000.

    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 17,934 shares
    Change vs previous 13F -226 shares

    0.35% of the 13F portfolio, value $3,383,000.

    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 18,160 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $3,184,000.

    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).