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BerganKDV Wealth Management, LLC

SEC CIK
0001660203
Latest filing
Jul 24, 2023

BRSP holding history

BrightSpire Capital, 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.

BRSP overviewAll 13F holders of BRSPFull Q2 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q2 2021
Holdings of BRSP by BerganKDV Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−5,094−100.0%Sold outHolders
Q1 20235,094$30.1K<0.1%00.0%UnchangedHolders
Q4 20225,094$31.7K<0.1%00.0%UnchangedHolders
Q3 20225,094$32.0K<0.1%00.0%UnchangedHolders
Q2 20225,094$38.0K<0.1%00.0%UnchangedHolders
Q1 20225,094$47.0K<0.1%00.0%UnchangedHolders
Q4 20215,094$52.0K<0.1%−300−5.6%ReducedHolders
Q3 20215,394$51.0K<0.1%+5,094+1,698.0%AddedHolders
Q2 2021300$3.00K<0.1%+300NewHolders