BerganKDV Wealth Management, LLC

SEC CIK: 0001660203
Latest filing: Jul 24, 2023

SEC filings (opens in a new tab)

PSA holding history

Public Storage 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.

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

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2022

Holdings of PSA by BerganKDV Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−100−100.0%	Sold out	Holders
Q1 2023	100	$30.2K	<0.1%	+98+4,900.0%	Added	Holders
Q4 2022	2	$560	<0.1%	+1+100.0%	Added	Holders
Q3 2022	1	$0	0.0%	+1	New	Holders