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BerganKDV Wealth Management, LLC: WFC position timeline

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

BerganKDV Wealth Management, LLC held 144,335 WFC 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 144,335 shares
    Change vs previous 13F +704 shares

    0.62% of the 13F portfolio, value $6,160,218.

    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 143,631 shares
    Change vs previous 13F -25 shares

    0.55% of the 13F portfolio, value $5,368,918.

    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 143,656 shares
    Change vs previous 13F -269 shares

    0.64% of the 13F portfolio, value $5,931,566.

    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 143,925 shares
    Change vs previous 13F +38,442 shares

    0.69% of the 13F portfolio, value $5,789,000.

    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 105,483 shares
    Change vs previous 13F +15 shares

    0.47% of the 13F portfolio, value $4,132,000.

    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 105,468 shares
    Change vs previous 13F -510 shares

    0.55% of the 13F portfolio, value $5,111,000.

    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 105,978 shares
    Change vs previous 13F -13,510 shares

    0.53% of the 13F portfolio, value $5,085,000.

    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 119,488 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,545,000.

    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).