BerganKDV Wealth Management, LLC SEC EDGAR Filings (CIK 0001660203)

SEC EDGAR filings, ownership reports, and insider transactions for BerganKDV Wealth Management, LLC.

Business address
3800 American Blvd, Suite 1000, Bloomington, MN, 55431
Top securities (13F)
SCHR, SCHF, MBB, VCSH, VIG, SCHA, IEFA, AAPL, IEMG, VOO, AGG, STIP, SCHM, IJR, VO, SLYV, MSFT, UNH, VGT, and SPEM
State of incorporation
MN
Fiscal year end
30 June
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BerganKDV Wealth Management, LLC has filed 32 SEC EDGAR filings since 13 May 2016

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-17444
13F-HR Open Document Open Filing 27 Apr 2023 31 Mar 2023 028-17444
13F-HR Open Document Open Filing 31 Jan 2023 31 Dec 2022 028-17444
13F-HR Open Document Open Filing 24 Oct 2022 30 Sep 2022 028-17444
13F-HR Open Document Open Filing 13 Jul 2022 30 Jun 2022 028-17444
13F-HR Open Document Open Filing 09 May 2022 31 Mar 2022 028-17444
13F-HR Open Document Open Filing 28 Jan 2022 31 Dec 2021 028-17444
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-17444
13F-HR Open Document Open Filing 10 Aug 2021 30 Jun 2021 028-17444
13F-HR Open Document Open Filing 11 May 2021 31 Mar 2021 028-17444
13F-HR Open Document Open Filing 04 Feb 2021 31 Dec 2020 028-17444
13F-HR Open Document Open Filing 05 Nov 2020 30 Sep 2020 028-17444
13F-HR Open Document Open Filing 13 Aug 2020 30 Jun 2020 028-17444
13F-HR Open Document Open Filing 24 Apr 2020 31 Mar 2020 028-17444
13F-HR Open Document Open Filing 10 Feb 2020 31 Dec 2019 028-17444
13F-HR Open Document Open Filing 08 Nov 2019 30 Sep 2019 028-17444
13F-HR Open Document Open Filing 12 Aug 2019 30 Jun 2019 028-17444
13F-HR Open Document Open Filing 09 May 2019 31 Mar 2019 028-17444
13F-HR Open Document Open Filing 01 Feb 2019 31 Dec 2018 028-17444
13F-HR Open Document Open Filing 09 Nov 2018 30 Sep 2018 028-17444
13F-HR Open Document Open Filing 23 Jul 2018 30 Jun 2018 028-17444
13F-HR Open Document Open Filing 03 May 2018 31 Mar 2018 028-17444
13F-HR Open Document Open Filing 16 Jan 2018 31 Dec 2017 028-17444
13F-HR Open Document Open Filing 18 Oct 2017 30 Sep 2017 028-17444
13F-HR Open Document Open Filing 17 Jul 2017 30 Jun 2017 028-17444
13F-HR/A Open Document Open Filing 08 May 2017 31 Mar 2017 028-17444
13F-HR Open Document Open Filing 08 May 2017 31 Mar 2017 028-17444
13F-HR Open Document Open Filing 09 Feb 2017 31 Dec 2016 028-17444
13F-HR Open Document Open Filing 31 Oct 2016 30 Sep 2016 028-17444
13F-HR/A Open Document Open Filing 15 Aug 2016 30 Jun 2016 028-17444
13F-HR Open Document Open Filing 15 Aug 2016 30 Jun 2016 028-17444
13F-HR Open Document Open Filing 13 May 2016 31 Mar 2016 028-17444