Skip to content
Disclosery

BerganKDV Wealth Management, LLC: UNP position timeline

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

BerganKDV Wealth Management, LLC held 2,189 UNP 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 2,189 shares
    Change vs previous 13F -47 shares

    0.04% of the 13F portfolio, value $447,981.

    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 2,236 shares
    Change vs previous 13F +696 shares

    0.05% of the 13F portfolio, value $449,932.

    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 1,540 shares
    Change vs previous 13F +9 shares

    0.03% of the 13F portfolio, value $318,800.

    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 1,531 shares
    Change vs previous 13F -1,081 shares

    0.04% of the 13F portfolio, value $298,000.

    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 2,612 shares
    Change vs previous 13F -4 shares

    0.06% of the 13F portfolio, value $557,000.

    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 2,616 shares
    Change vs previous 13F -69 shares

    0.08% of the 13F portfolio, value $715,000.

    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 2,685 shares
    Change vs previous 13F +194 shares

    0.07% of the 13F portfolio, value $677,000.

    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 2,491 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $488,000.

    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).