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BerganKDV Wealth Management, LLC: TLH position timeline

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

BerganKDV Wealth Management, LLC held 1,554 TLH 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 1,554 shares
    Change vs previous 13F +42 shares

    0.02% of the 13F portfolio, value $172,137.

    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 1,512 shares
    Change vs previous 13F +6 shares

    0.02% of the 13F portfolio, value $173,185.

    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 1,506 shares
    Change vs previous 13F -29 shares

    0.02% of the 13F portfolio, value $162,919.

    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 1,535 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $167,000.

    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).