BerganKDV Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for BerganKDV Wealth Management going back to May 13, 2016
- BerganKDV Wealth Management 2023 Q2 - filed July 24, 2023 - new!
- BerganKDV Wealth Management 2023 Q1 - filed April 27, 2023
- BerganKDV Wealth Management 2022 Q4 - filed Jan. 31, 2023
- BerganKDV Wealth Management 2022 Q3 - filed Oct. 24, 2022
- BerganKDV Wealth Management 2022 Q2 - filed July 13, 2022
- BerganKDV Wealth Management 2022 Q1 - filed May 9, 2022
- BerganKDV Wealth Management 2021 Q4 - filed Jan. 28, 2022
- BerganKDV Wealth Management 2021 Q3 - filed Nov. 12, 2021
- BerganKDV Wealth Management 2021 Q2 - filed Aug. 10, 2021
- BerganKDV Wealth Management 2021 Q1 - filed May 11, 2021
- BerganKDV Wealth Management 2020 Q4 - filed Feb. 4, 2021
- BerganKDV Wealth Management 2020 Q3 - filed Nov. 5, 2020
- BerganKDV Wealth Management 2020 Q2 - filed Aug. 13, 2020
- BerganKDV Wealth Management 2020 Q1 - filed April 24, 2020
- BerganKDV Wealth Management 2019 Q4 - filed Feb. 10, 2020
- BerganKDV Wealth Management 2019 Q3 - filed Nov. 8, 2019
- BerganKDV Wealth Management 2019 Q2 - filed Aug. 12, 2019
- BerganKDV Wealth Management 2019 Q1 - filed May 9, 2019
- BerganKDV Wealth Management 2018 Q4 - filed Feb. 1, 2019
- BerganKDV Wealth Management 2018 Q3 - filed Nov. 9, 2018
- BerganKDV Wealth Management 2018 Q2 - filed July 23, 2018
- BerganKDV Wealth Management 2018 Q1 - filed May 3, 2018
- BerganKDV Wealth Management 2017 Q4 - filed Jan. 16, 2018
- BerganKDV Wealth Management 2017 Q3 - filed Oct. 18, 2017
- BerganKDV Wealth Management 2017 Q2 - filed July 17, 2017
- BerganKDV Wealth Management 2017 Q1 - filed May 8, 2017
- BerganKDV Wealth Management 2017 Q1 restated - filed May 8, 2017
- BerganKDV Wealth Management 2016 Q4 - filed Feb. 9, 2017
- BerganKDV Wealth Management 2016 Q3 - filed Oct. 31, 2016
- BerganKDV Wealth Management 2016 Q2 - filed Aug. 15, 2016
- BerganKDV Wealth Management 2016 Q2 restated - filed Aug. 15, 2016
- BerganKDV Wealth Management 2016 Q1 - filed May 13, 2016