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BerganKDV Wealth Management, LLC: USB position timeline

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

BerganKDV Wealth Management, LLC held 86,058 USB 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 86,058 shares
    Change vs previous 13F +28,836 shares

    0.28% of the 13F portfolio, value $2,843,372.

    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 57,222 shares
    Change vs previous 13F +644 shares

    0.21% of the 13F portfolio, value $2,062,839.

    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 56,578 shares
    Change vs previous 13F -5,791 shares

    0.27% of the 13F portfolio, value $2,467,353.

    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 62,369 shares
    Change vs previous 13F -14,124 shares

    0.3% of the 13F portfolio, value $2,515,000.

    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 76,493 shares
    Change vs previous 13F +768 shares

    0.4% of the 13F portfolio, value $3,520,000.

    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 75,725 shares
    Change vs previous 13F +3,825 shares

    0.43% of the 13F portfolio, value $4,025,000.

    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 71,900 shares
    Change vs previous 13F +2,007 shares

    0.42% of the 13F portfolio, value $4,039,000.

    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 69,893 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,154,000.

    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).