Skip to content
Disclosery

BerganKDV Wealth Management, LLC: VIG position timeline

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

BerganKDV Wealth Management, LLC held 219,181 VIG 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 219,181 shares
    Change vs previous 13F -1,865 shares

    3.56% of the 13F portfolio, value $35,601,538.

    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 221,046 shares
    Change vs previous 13F +3 shares

    3.51% of the 13F portfolio, value $34,043,279.

    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 221,043 shares
    Change vs previous 13F +4,264 shares

    3.64% of the 13F portfolio, value $33,565,394.

    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 216,779 shares
    Change vs previous 13F +770 shares

    3.51% of the 13F portfolio, value $29,300,000.

    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 216,009 shares
    Change vs previous 13F +5,754 shares

    3.55% of the 13F portfolio, value $30,991,000.

    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 210,255 shares
    Change vs previous 13F -19,408 shares

    3.65% of the 13F portfolio, value $34,095,000.

    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 229,663 shares
    Change vs previous 13F +2,268 shares

    4.12% of the 13F portfolio, value $39,445,000.

    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 227,395 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $34,928,000.

    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).