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BerganKDV Wealth Management, LLC: VO position timeline

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

BerganKDV Wealth Management, LLC held 67,498 VO 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 67,498 shares
    Change vs previous 13F +4,138 shares

    1.49% of the 13F portfolio, value $14,860,466.

    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 63,360 shares
    Change vs previous 13F +4,093 shares

    1.38% of the 13F portfolio, value $13,363,851.

    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 59,267 shares
    Change vs previous 13F +3,931 shares

    1.31% of the 13F portfolio, value $12,079,224.

    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 55,336 shares
    Change vs previous 13F +3,048 shares

    1.24% of the 13F portfolio, value $10,402,000.

    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 52,288 shares
    Change vs previous 13F +4,385 shares

    1.18% of the 13F portfolio, value $10,299,000.

    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 47,903 shares
    Change vs previous 13F +6,153 shares

    1.22% of the 13F portfolio, value $11,393,000.

    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 41,750 shares
    Change vs previous 13F +5,669 shares

    1.11% of the 13F portfolio, value $10,637,000.

    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 36,081 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $8,543,000.

    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).