• 13F History

BerganKDV Wealth Management, LLC

13F Filings History

Latest 13F report
Q2 2023 - Jul 24, 2023
Value $
$1B
Signature - Title
Timothy Ronning - Senior Trader
Location
Bloomington, MN
Summary
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. BerganKDV Wealth Management, LLC reported 860 stock holdings with total value $1B as of Q2 2023. Top holdings included SCHR, SCHF, MBB, VCSH, and VIG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 860 $1B +$48M -$46M +$2.08M SCHR, SCHF, MBB, VCSH, VIG 13F-HR 7/24/2023, 02:24 PM
Q1 2023 1,049 $971M +$91.5M -$58.1M +$33.3M SCHR, SCHF, VCSH, VIG, SCHA 13F-HR 4/27/2023, 02:51 PM
Q4 2022 1,035 $923M +$74.6M -$43.9M +$30.7M SCHR, SCHF, VCSH, VIG, SCHA 13F-HR 1/31/2023, 03:03 PM
Q3 2022 872 $836M +$67.3M -$53M +$14.3M SCHR, SCHF, VCSH, VIG, CMBS 13F-HR 10/24/2022, 11:08 AM
Q2 2022 887 $873M +$86.5M -$42.7M +$43.8M SCHR, SCHF, VCSH, VIG, EEMV 13F-HR 7/13/2022, 04:27 PM
Q1 2022 923 $935M +$77.1M -$34.4M +$42.7M SCHR, SCHF, VIG, IGIB, EEMV 13F-HR 5/9/2022, 11:53 AM
Q4 2021 969 $957M +$59.5M -$28.7M +$30.8M SCHR, SCHF, VIG, IGIB, EEMV 13F-HR 1/28/2022, 01:29 PM
Q3 2021 994 $882M +$108M -$54.5M +$53.1M SCHR, SCHF, IGIB, VIG, MBB 13F-HR 11/12/2021, 09:19 AM
Q2 2021 940 $843M +$48.6M -$15.9M +$32.7M SCHR, SCHF, IBDN, VIG, MBB 13F-HR 8/10/2021, 05:15 PM
Q1 2021 898 $778M +$114M -$81.5M +$33M SCHR, SCHF, IBDN, VIG, MBB 13F-HR 5/11/2021, 04:07 PM
Q4 2020 859 $711M +$27.8M -$11.8M +$15.9M SCHR, SCHF, IBDM, VIG, AGG 13F-HR 2/4/2021, 10:19 AM
Q3 2020 802 $632M +$73.4M -$46.5M +$26.8M SCHR, SCHF, IBDM, VIG, AGG 13F-HR 11/5/2020, 10:28 AM
Q2 2020 844 $584M +$65.8M -$32.6M +$33.2M SCHR, SCHF, IBDM, MBB, EEMV 13F-HR 8/13/2020, 09:48 AM
Q1 2020 804 $488M +$65.5M -$34.3M +$31.2M SCHR, SCHF, IBDM, MBB, SCHZ 13F-HR 4/24/2020, 03:33 PM
Q4 2019 861 $561M +$50.7M -$14.9M +$35.8M SCHR, SCHF, IBDM, MBB, EEMV 13F-HR 2/10/2020, 10:50 AM
Q3 2019 653 $506M +$27.2M -$26.3M +$930K SCHR, SCHF, IBDM, MBB, EEMV 13F-HR 11/8/2019, 09:49 AM
Q2 2019 691 $505M +$59.9M -$49.1M +$10.9M SCHR, SCHF, IBDM, MBB, SCHA 13F-HR 8/12/2019, 04:14 PM
Q1 2019 697 $489M +$59.5M -$34.1M +$25.4M SCHF, SCHR, IBDM, BSCK, MBB 13F-HR 5/9/2019, 09:40 AM
Q4 2018 661 $427M +$19.1M -$10.6M +$8.52M SCHF, SCHR, IBDM, SDOG, BSCK 13F-HR 2/1/2019, 09:00 AM
Q3 2018 601 $464M +$21.5M -$48.3M -$26.8M SCHF, SCHR, SDOG, IBDM, BSCK 13F-HR 11/9/2018, 08:54 AM
Q2 2018 623 $446M +$97.7M -$14.8M +$82.9M SCHF, SCHR, SDOG, IBDM, BSCK 13F-HR 7/23/2018, 03:06 PM
Q1 2018 189 $366M +$25.4M -$9.26M +$16.2M SCHR, SDOG, SCHF, IBDM, MBB 13F-HR 5/3/2018, 04:26 PM
Q4 2017 198 $420M +$52.4M -$14.9M +$37.5M SDOG, SCHR, SCHF, BSCKXXXX, IBDM 13F-HR 1/16/2018, 02:58 PM
Q3 2017 195 $400M +$63.7M -$8.14M +$55.6M BSCIXXXX, SDOG, SCHR, SCHF, BSCKXXXX 13F-HR 10/18/2017, 04:04 PM
Q2 2017 171 $352M +$39.2M -$2.82M +$36.4M BSCIXXXX, SDOG, SCHR, SCHF, BSCKXXXX 13F-HR 7/17/2017, 10:52 AM
Q1 2017 169 $337M +$53.9M -$22.4M +$31.4M BSCIXXXX, SDOG, SCHR, SCHF, BSCH Restatement 5/8/2017, 03:09 PM
Q4 2016 162 $300M +$22.3M -$8.59M +$13.7M SDOG, BSCIXXXX, SCHR, BSCH, DEFXXXX 13F-HR 2/9/2017, 02:22 PM
Q3 2016 152 $289M +$79.8M -$11.1M +$68.7M SDOG, BSCIXXXX, SCHR, BSCH, DEFXXXX 13F-HR 10/31/2016, 12:40 PM
Q2 2016 138 $231M +$73.9M -$12.6M +$61.4M SDOG, BSCH, SCHR, DEFXXXX, BSCG Restatement 8/15/2016, 03:15 PM
Q1 2016 131 $167M SCHF, SDOG, BSCH, SCHR, SCHX 13F-HR 5/13/2016, 09:35 AM