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BerganKDV Wealth Management, LLC: USIG position timeline

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

BerganKDV Wealth Management, LLC held 39,635 USIG 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 39,635 shares
    Change vs previous 13F -4,036 shares

    0.2% of the 13F portfolio, value $1,985,329.

    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 43,671 shares
    Change vs previous 13F -17,916 shares

    0.23% of the 13F portfolio, value $2,212,385.

    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 61,587 shares
    Change vs previous 13F +4,304 shares

    0.33% of the 13F portfolio, value $3,024,549.

    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 57,283 shares
    Change vs previous 13F +2,357 shares

    0.33% of the 13F portfolio, value $2,752,000.

    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 54,926 shares
    Change vs previous 13F +15,355 shares

    0.32% of the 13F portfolio, value $2,800,000.

    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 39,571 shares
    Change vs previous 13F -5,631 shares

    0.23% of the 13F portfolio, value $2,178,000.

    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 45,202 shares
    Change vs previous 13F +3,132 shares

    0.28% of the 13F portfolio, value $2,700,000.

    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 42,070 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,528,000.

    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).