BerganKDV Wealth Management, LLC

SEC CIK: 0001660203
Latest filing: Jul 24, 2023

SEC filings (opens in a new tab)

PMX holding history

PIMCO Municipal Income Fund III 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.

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

Shares (Q2 2021): 0; Sold out in Q2 2021
Value: $0
% of portfolio: 0.0%
Quarters held: 1; Since Q1 2021

Holdings of PMX by BerganKDV Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2021	0	$0	0.0%	−1,769−100.0%	Sold out	Holders
Q1 2021	1,769	$22.0K	<0.1%	–	–	Holders

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