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BerganKDV Wealth Management, LLC: VRTX position timeline

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

BerganKDV Wealth Management, LLC held 5,837 VRTX 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 5,837 shares
    Change vs previous 13F -584 shares

    0.21% of the 13F portfolio, value $2,054,099.

    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 6,421 shares
    Change vs previous 13F +31 shares

    0.21% of the 13F portfolio, value $2,023,065.

    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 6,390 shares
    Change vs previous 13F +60 shares

    0.2% of the 13F portfolio, value $1,845,304.

    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 6,330 shares
    Change vs previous 13F -241 shares

    0.22% of the 13F portfolio, value $1,833,000.

    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 6,571 shares
    Change vs previous 13F +229 shares

    0.21% of the 13F portfolio, value $1,852,000.

    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 6,342 shares
    Change vs previous 13F +753 shares

    0.18% of the 13F portfolio, value $1,655,000.

    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 5,589 shares
    Change vs previous 13F -82 shares

    0.13% of the 13F portfolio, value $1,227,000.

    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 5,671 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,029,000.

    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).