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BerganKDV Wealth Management, LLC

SEC CIK
0001660203
Latest filing
Jul 24, 2023

OPTU holding history

Optimum Communications, 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.

OPTU overviewAll 13F holders of OPTUFull Q2 2023 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of OPTU by BerganKDV Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−149−100.0%Sold outHolders
Q1 2023149$510<0.1%00.0%UnchangedHolders
Q4 2022149$685<0.1%+95+175.9%AddedHolders
Q3 202254$00.0%+54NewHolders
Q2 20220$00.0%−39−100.0%Sold outHolders
Q1 202239$00.0%+39NewHolders
Q4 20210$00.0%−32−100.0%Sold outHolders
Q3 202132$1.00K<0.1%00.0%UnchangedHolders
Q2 202132$1.00K<0.1%00.0%UnchangedHolders
Q1 202132$1.00K<0.1%––Holders

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