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BerganKDV Wealth Management, LLC: TXN position timeline

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

BerganKDV Wealth Management, LLC held 35,211 TXN 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 35,211 shares
    Change vs previous 13F -65 shares

    0.63% of the 13F portfolio, value $6,338,601.

    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 35,276 shares
    Change vs previous 13F +2,625 shares

    0.68% of the 13F portfolio, value $6,561,776.

    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 32,651 shares
    Change vs previous 13F +1,379 shares

    0.58% of the 13F portfolio, value $5,394,615.

    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 31,272 shares
    Change vs previous 13F -2,734 shares

    0.58% of the 13F portfolio, value $4,840,000.

    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 34,006 shares
    Change vs previous 13F +1,211 shares

    0.6% of the 13F portfolio, value $5,225,000.

    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 32,795 shares
    Change vs previous 13F +1,190 shares

    0.64% of the 13F portfolio, value $6,017,000.

    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 31,605 shares
    Change vs previous 13F +547 shares

    0.62% of the 13F portfolio, value $5,957,000.

    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 31,058 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $5,970,000.

    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).