Current Market Value 999,586,345
Current Holdings 862
Most Recent File Date 2023-07-24
Total Filings on Record 32
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by BerganKDV Wealth Management, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2023-07-24 2023-06-30 13F-HR 862 999,586
2023-04-27 2023-03-31 13F-HR 1059 970,545
2023-01-31 2022-12-31 13F-HR 1044 922,648
2022-10-24 2022-09-30 13F-HR 1037 835,716
2022-07-13 2022-06-30 13F-HR 1035 873,266
2022-05-09 2022-03-31 13F-HR 1042 935,142
2022-01-28 2021-12-31 13F-HR 1088 957,665
2021-11-12 2021-09-30 13F-HR 1077 882,199
2021-08-10 2021-06-30 13F-HR 1013 842,604
2021-05-11 2021-03-31 13F-HR 961 778,508
2021-02-04 2020-12-31 13F-HR 962 710,892
2020-11-05 2020-09-30 13F-HR 946 632,055
2020-08-13 2020-06-30 13F-HR 989 583,897
2020-04-24 2020-03-31 13F-HR 994 488,245
2020-02-10 2019-12-31 13F-HR 964 561,593
2019-11-08 2019-09-30 13F-HR 705 506,132
2019-08-12 2019-06-30 13F-HR 743 505,701
2019-05-09 2019-03-31 13F-HR 741 489,172
2019-02-01 2018-12-31 13F-HR 706 427,306
2018-11-09 2018-09-30 13F-HR 626 464,436
2018-07-23 2018-06-30 13F-HR 657 447,061
2018-05-03 2018-03-31 13F-HR 189 365,566
2018-01-16 2017-12-31 13F-HR 198 419,622
2017-10-18 2017-09-30 13F-HR 195 399,616
2017-07-17 2017-06-30 13F-HR 171 352,062
2017-05-08 2017-03-31 13F-HR/A 1 R 169 336,549
2017-05-08 2017-03-31 13F-HR 162 300,256
2017-02-09 2016-12-31 13F-HR 162 300,256
2016-10-31 2016-09-30 13F-HR 152 289,133
2016-08-15 2016-06-30 13F-HR 131 166,579
2016-08-15 2016-06-30 13F-HR/A 1 R 138 233,883
2016-05-13 2016-03-31 13F-HR 131 166,579