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BerganKDV Wealth Management, LLC

CIK: 0001660203 | BLOOMINGTON, MN

Q1 2023 vs Q2 2023 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2023
13F-HR862$999.6M2023-07-24SEC ↗
Q1 2023
13F-HR1059$970.5M2023-04-27SEC ↗
Q4 2022
13F-HR1046$922.6M2023-01-31SEC ↗
Q3 2022
13F-HR1041$26.7M2022-10-24SEC ↗
Q2 2022
13F-HR1038$22.8M2022-07-13SEC ↗
Q1 2022
13F-HR1042$20.5M2022-05-09SEC ↗
Q4 2021
13F-HR1088$19.9M2022-01-28SEC ↗
Q3 2021
13F-HR1077$18.9M2021-11-12SEC ↗
Q2 2021
13F-HR1013$18.6M2021-08-10SEC ↗
Q1 2021
13F-HR961$17.8M2021-05-11SEC ↗
Q4 2020
13F-HR962$16.2M2021-02-04SEC ↗
Q3 2020
13F-HR946$14.5M2020-11-05SEC ↗
Q2 2020
13F-HR989$15.6M2020-08-13SEC ↗
Q1 2020
13F-HR994$12.7M2020-04-24SEC ↗
Q4 2019
13F-HR964$17.8M2020-02-10SEC ↗
Q3 2019
13F-HR705$13.8M2019-11-08SEC ↗
Q2 2019
13F-HR743$15.0M2019-08-12SEC ↗
Q1 2019
13F-HR741$14.9M2019-05-09SEC ↗
Q4 2018
13F-HR708$11.4M2019-02-01SEC ↗
Q3 2018
13F-HR629$12.5M2018-11-09SEC ↗
Q2 2018
13F-HR660$10.9M2018-07-23SEC ↗
Q1 2018
13F-HR189$9.5M2018-05-03SEC ↗
Q4 2017
13F-HR198$9.9M2018-01-16SEC ↗
Q3 2017
13F-HR195$9.0M2017-10-18SEC ↗
Q2 2017
13F-HR171$8.0M2017-07-17SEC ↗
Q1 2017Amended
13F-HR/A162$541.0K2017-05-08SEC ↗
Q4 2016
13F-HR162$6.3M2017-02-09SEC ↗
Q3 2016
13F-HR152$5.9M2016-10-31SEC ↗
Q2 2016Amended
13F-HR/A131$614.1K2016-08-15SEC ↗
Q1 2016
13F-HR131$3.5M2016-05-13SEC ↗