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BerganKDV Wealth Management, LLC: VOO position timeline

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

BerganKDV Wealth Management, LLC held 62,067 VOO 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 62,067 shares
    Change vs previous 13F +1,812 shares

    2.53% of the 13F portfolio, value $25,278,455.

    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 60,255 shares
    Change vs previous 13F +2,503 shares

    2.33% of the 13F portfolio, value $22,660,015.

    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 57,752 shares
    Change vs previous 13F +1,789 shares

    2.2% of the 13F portfolio, value $20,290,508.

    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 55,963 shares
    Change vs previous 13F +1,907 shares

    2.2% of the 13F portfolio, value $18,373,000.

    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 54,056 shares
    Change vs previous 13F +4,228 shares

    2.15% of the 13F portfolio, value $18,751,000.

    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 49,828 shares
    Change vs previous 13F +4,897 shares

    2.21% of the 13F portfolio, value $20,687,000.

    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 44,931 shares
    Change vs previous 13F +3,549 shares

    2.05% of the 13F portfolio, value $19,616,000.

    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 41,382 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $16,321,000.

    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).