BerganKDV Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Bloomington, MN
CIK
0001660203
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2023 862 999,586 SCHR, SCHF, MBB, VCSH 13F-HR 7/24/2023 000166020323000004
Q1 2023 1,059 970,545 SCHR, SCHF, VCSH, VIG 13F-HR 4/27/2023 000166020323000003
Q4 2022 1,046 922,648 SCHR, SCHF, VCSH, VIG 13F-HR 1/31/2023 000166020323000001
Q3 2022 1,041 835,716 SCHR, SCHF, VCSH, VIG 13F-HR 10/24/2022 000166020322000005
Q2 2022 1,038 873,266 SCHR, SCHF, VCSH, VIG 13F-HR 7/13/2022 000166020322000004
Q1 2022 1,042 935,142 SCHR, SCHF, VIG, IGIB 13F-HR 5/9/2022 000166020322000003
Q4 2021 1,088 957,665 SCHR, SCHF, VIG, IGIB 13F-HR 1/28/2022 000166020322000001
Q3 2021 1,077 882,199 SCHR, SCHF, IGIB, VIG 13F-HR 11/12/2021 000166020321000005
Q2 2021 1,013 842,604 SCHR, SCHF, IBDN, VIG 13F-HR 8/10/2021 000166020321000004
Q1 2021 961 778,508 SCHR, SCHF, IBDN, VIG 13F-HR 5/11/2021 000166020321000003
Q4 2020 962 710,892 SCHR, SCHF, IBDM, VIG 13F-HR 2/4/2021 000166020321000002
Q3 2020 946 632,055 SCHR, SCHF, IBDM, VIG 13F-HR 11/5/2020 000166020320000006
Q2 2020 989 583,897 SCHR, SCHF, IBDM, MBB 13F-HR 8/13/2020 000166020320000005
Q1 2020 994 488,245 SCHR, SCHF, IBDM, MBB 13F-HR 4/24/2020 000166020320000004
Q4 2019 964 561,593 SCHR, SCHF, IBDM, MBB 13F-HR 2/10/2020 000166020320000001
Q3 2019 705 506,132 SCHR, SCHF, IBDM, MBB 13F-HR 11/8/2019 000166020319000006
Q2 2019 743 505,701 SCHR, SCHF, IBDM, MBB 13F-HR 8/12/2019 000166020319000005
Q1 2019 741 489,172 SCHF, SCHR, IBDM, BSCK 13F-HR 5/9/2019 000166020319000004
Q4 2018 706 427,306 SCHF, SCHR, IBDM, SDOG 13F-HR 2/1/2019 000166020319000003
Q3 2018 627 464,436 SCHF, SCHR, SDOG, IBDM 13F-HR 11/9/2018 000166020318000007
Q2 2018 657 447,061 SCHF, SCHR, SDOG, IBDM 13F-HR 7/23/2018 000166020318000006
Q1 2018 189 365,566 SCHR, SDOG, SCHF, IBDM 13F-HR 5/3/2018 000166020318000005
Q4 2017 198 419,622 CLAYMORE EXCHANGE TRD FD TR, SDOG, SCHR, SCHF 13F-HR 1/16/2018 000166020318000002
Q3 2017 195 399,616 CLAYMORE EXCHANGE TRD FD TR, SDOG, SCHR, SCHF 13F-HR 10/18/2017 000166020317000006
Q2 2017 171 352,062 CLAYMORE EXCHANGE TRD FD TR, SDOG, SCHR, SCHF 13F-HR 7/17/2017 000166020317000005
Q1 2017 169 336,549 CLAYMORE EXCHANGE TRD FD TR, SDOG, SCHR, SCHF RESTATEMENT 5/8/2017 000166020317000004
Q4 2016 162 300,256 CLAYMORE EXCHANGE TRD FD TR, SDOG, SCHR, BSCH 13F-HR 2/9/2017 000166020317000001
Q3 2016 152 289,133 CLAYMORE EXCHANGE TRD FD TR, SDOG, SCHR, BSCH 13F-HR 10/31/2016 000166020316000012
Q2 2016 138 233,883 SDOG, BSCH, SCHR, CLAYMORE EXCHANGE TRD FD TR RESTATEMENT 8/15/2016 000166020316000006
Q1 2016 131 166,579 SCHF, SDOG, BSCH, SCHR 13F-HR 5/13/2016 000166020316000004
Additional filings from BerganKDV Wealth Management, LLC that have since been restated