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BerganKDV Wealth Management, LLC: WMT position timeline

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

BerganKDV Wealth Management, LLC held 26,701 WMT 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 26,701 shares
    Change vs previous 13F -287 shares

    0.42% of the 13F portfolio, value $4,196,934.

    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 26,988 shares
    Change vs previous 13F +1,826 shares

    0.41% of the 13F portfolio, value $3,979,339.

    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 25,162 shares
    Change vs previous 13F +2,074 shares

    0.39% of the 13F portfolio, value $3,567,679.

    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 23,088 shares
    Change vs previous 13F +1,275 shares

    0.36% of the 13F portfolio, value $2,994,000.

    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 21,813 shares
    Change vs previous 13F +722 shares

    0.3% of the 13F portfolio, value $2,652,000.

    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 21,091 shares
    Change vs previous 13F -249 shares

    0.34% of the 13F portfolio, value $3,141,000.

    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 21,340 shares
    Change vs previous 13F +318 shares

    0.32% of the 13F portfolio, value $3,088,000.

    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 21,022 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,930,000.

    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).