BerganKDV Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Bloomington, MN
CIK
0001660203
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 1,059 970,545 13F-HR 4/27/2023 000166020323000003 BerganKDV Wealth Management, LLC
Q4 2022 1,046 922,648 13F-HR 1/31/2023 000166020323000001 BerganKDV Wealth Management, LLC
Q3 2022 1,041 835,716 13F-HR 10/24/2022 000166020322000005 BerganKDV Wealth Management, LLC
Q2 2022 1,038 873,266 13F-HR 7/13/2022 000166020322000004 BerganKDV Wealth Management, LLC
Q1 2022 1,042 935,142 13F-HR 5/9/2022 000166020322000003 BerganKDV Wealth Management, LLC
Q4 2021 1,088 957,665 13F-HR 1/28/2022 000166020322000001 BerganKDV Wealth Management, LLC
Q3 2021 1,077 882,199 13F-HR 11/12/2021 000166020321000005 BerganKDV Wealth Management, LLC
Q2 2021 1,013 842,604 13F-HR 8/10/2021 000166020321000004 BerganKDV Wealth Management, LLC
Q1 2021 961 778,508 13F-HR 5/11/2021 000166020321000003 BerganKDV Wealth Management, LLC
Q4 2020 962 710,892 13F-HR 2/4/2021 000166020321000002 BerganKDV Wealth Management, LLC
Q3 2020 946 632,055 13F-HR 11/5/2020 000166020320000006 BerganKDV Wealth Management, LLC
Q2 2020 989 583,897 13F-HR 8/13/2020 000166020320000005 BerganKDV Wealth Management, LLC
Q1 2020 994 488,245 13F-HR 4/24/2020 000166020320000004 BerganKDV Wealth Management, LLC
Q4 2019 964 561,593 13F-HR 2/10/2020 000166020320000001 BerganKDV Wealth Management, LLC
Q3 2019 705 506,132 13F-HR 11/8/2019 000166020319000006 BerganKDV Wealth Management, LLC
Q2 2019 743 505,701 13F-HR 8/12/2019 000166020319000005 BerganKDV Wealth Management, LLC
Q1 2019 741 489,172 13F-HR 5/9/2019 000166020319000004 BerganKDV Wealth Management, LLC
Q4 2018 706 427,306 13F-HR 2/1/2019 000166020319000003 BerganKDV Wealth Management, LLC
Q3 2018 627 464,436 13F-HR 11/9/2018 000166020318000007 BerganKDV Wealth Management, LLC
Q2 2018 657 447,061 13F-HR 7/23/2018 000166020318000006 BerganKDV Wealth Management, LLC
Q1 2018 189 365,566 13F-HR 5/3/2018 000166020318000005 BerganKDV Wealth Management, LLC
Q4 2017 198 419,622 13F-HR 1/16/2018 000166020318000002 BerganKDV Wealth Management, LLC
Q3 2017 195 399,616 13F-HR 10/18/2017 000166020317000006 BerganKDV Wealth Management, LLC
Q2 2017 171 352,062 13F-HR 7/17/2017 000166020317000005 BerganKDV Wealth Management, LLC
Q1 2017 169 336,549 RESTATEMENT 5/8/2017 000166020317000004 BerganKDV Wealth Management, LLC
Q1 2017 162 300,256 13F-HR 5/8/2017 000166020317000003 BerganKDV Wealth Management, LLC
Q4 2016 162 300,256 13F-HR 2/9/2017 000166020317000001 BerganKDV Wealth Management, LLC
Q3 2016 152 289,133 13F-HR 10/31/2016 000166020316000012 BerganKDV Wealth Management, LLC
Q2 2016 138 233,883 RESTATEMENT 8/15/2016 000166020316000006 BerganKDV Wealth Management, LLC
Q2 2016 131 166,579 13F-HR 8/15/2016 000166020316000005 BerganKDV Wealth Management, LLC
Q1 2016 131 166,579 13F-HR 5/13/2016 000166020316000004 BerganKDV Wealth Management, LLC