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Showing Q2 2023 data
HedgeTrack has imported Q4 2025 data overall, but BerganKDV Wealth Management, LLC's latest available filing here is Q2 2023.
BerganKDV Wealth Management, LLC
•CIK: 1660203•Filing: Q2 2023
BerganKDV Wealth Management, LLC is an institutional investment manager. The fund manages $1000 million across 862 positions in a diversified portfolio.
Total AUM
$999.6M
QoQ Performance
N/A
Positions
701
Top 10 Concentration
0.0%
Latest Filing
Q2 2023
Top Holdings Allocation
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
No reductions this quarter
Sector Breakdown
Historical Filings
Q2 2023Q1 2023Q4 2022