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BerganKDV Wealth Management, LLC: VCSH position timeline

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

BerganKDV Wealth Management, LLC held 472,379 VCSH 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 472,379 shares
    Change vs previous 13F +1,065 shares

    3.58% of the 13F portfolio, value $35,740,224.

    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 471,314 shares
    Change vs previous 13F +24,348 shares

    3.7% of the 13F portfolio, value $35,928,303.

    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 446,966 shares
    Change vs previous 13F -3,820 shares

    3.64% of the 13F portfolio, value $33,607,368.

    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 450,786 shares
    Change vs previous 13F +22,981 shares

    4.01% of the 13F portfolio, value $33,484,000.

    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 427,805 shares
    Change vs previous 13F not available

    3.74% of the 13F portfolio, value $32,624,000.

    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).