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BerganKDV Wealth Management, LLC: TRP position timeline

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

BerganKDV Wealth Management, LLC held 21,061 TRP 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 21,061 shares
    Change vs previous 13F -808 shares

    0.09% of the 13F portfolio, value $851,076.

    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 21,869 shares
    Change vs previous 13F +746 shares

    0.09% of the 13F portfolio, value $850,923.

    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 21,123 shares
    Change vs previous 13F -2,751 shares

    0.09% of the 13F portfolio, value $841,963.

    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 23,874 shares
    Change vs previous 13F +1,816 shares

    0.12% of the 13F portfolio, value $962,000.

    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 22,058 shares
    Change vs previous 13F +84 shares

    0.13% of the 13F portfolio, value $1,143,000.

    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 21,974 shares
    Change vs previous 13F +2,162 shares

    0.13% of the 13F portfolio, value $1,240,000.

    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 19,812 shares
    Change vs previous 13F +52 shares

    0.1% of the 13F portfolio, value $922,000.

    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 19,760 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $950,000.

    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).