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BerganKDV Wealth Management, LLC: VZ position timeline

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

BerganKDV Wealth Management, LLC held 109,818 VZ 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 109,818 shares
    Change vs previous 13F +772 shares

    0.41% of the 13F portfolio, value $4,084,133.

    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 109,046 shares
    Change vs previous 13F +11,965 shares

    0.44% of the 13F portfolio, value $4,240,782.

    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 97,081 shares
    Change vs previous 13F +1,426 shares

    0.41% of the 13F portfolio, value $3,824,983.

    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 95,655 shares
    Change vs previous 13F +3,544 shares

    0.43% of the 13F portfolio, value $3,632,000.

    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 92,111 shares
    Change vs previous 13F +3,397 shares

    0.54% of the 13F portfolio, value $4,675,000.

    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 88,714 shares
    Change vs previous 13F +3,419 shares

    0.48% of the 13F portfolio, value $4,519,000.

    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 85,295 shares
    Change vs previous 13F -2,722 shares

    0.46% of the 13F portfolio, value $4,432,000.

    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 88,017 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,754,000.

    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).