BerganKDV Wealth Management, LLC: SYK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BerganKDV Wealth Management, LLC on SYK, newest first. How the timeline and the estimate are built.
BerganKDV Wealth Management, LLC held 11 SYK shares at 2023-06-30 per its 13F-HR filed 2023-07-24.
the latest 13F is the newest step
- period ended2023-06-3013F 11 sharesChange vs previous 13F -12 shares
<0.01% of the 13F portfolio, value $3,356.
13F-HR 0001660203-23-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 23 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $6,605.
13F-HR 0001660203-23-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-12-3113F 23 sharesChange vs previous 13F 0 shares
<0.01% of the 13F portfolio, value $5,652.
13F-HR 0001660203-23-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-09-3013F 23 sharesChange vs previous 13F -249 shares
<0.01% of the 13F portfolio, value $5,000.
13F-HR 0001660203-22-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-06-3013F 272 sharesChange vs previous 13F +4 shares
0.01% of the 13F portfolio, value $54,000.
13F-HR 0001660203-22-000004 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2022-03-3113F 268 sharesChange vs previous 13F 0 shares
0.01% of the 13F portfolio, value $72,000.
13F-HR 0001660203-22-000003 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-12-3113F 268 sharesChange vs previous 13F -12 shares
0.01% of the 13F portfolio, value $72,000.
13F-HR 0001660203-22-000001 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2021-09-3013F 280 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $74,000.
13F-HR 0001660203-21-000005 filed by BerganKDV Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).