BerganKDV Wealth Management, LLC

SEC CIK: 0001660203
Latest filing: Jul 24, 2023

SEC filings (opens in a new tab)

AXGN holding history

Axogen, Inc. in every 13F filed by BerganKDV Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXGN overview All 13F holders of AXGN Full Q2 2023 holdings

Shares (Q2 2023): 10,000
Value: $91.3K
% of portfolio: <0.1%
Quarters held: 3; Since Q1 2021

Holdings of AXGN by BerganKDV Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	10,000	$91.3K	<0.1%	+10,000	New	Holders
Q3 2021	0	$0	0.0%	−4,062−100.0%	Sold out	Holders
Q2 2021	4,062	$88.0K	<0.1%	−3,000−42.5%	Reduced	Holders
Q1 2021	7,062	$143.0K	<0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.