BerganKDV Wealth Management, LLC

SEC CIK: 0001660203
Latest filing: Jul 24, 2023

SEC filings (opens in a new tab)

ZG holding history

Zillow Group, 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.

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

Shares (Q2 2023): 13
Value: $640
% of portfolio: <0.1%
Quarters held: 4; Since Q1 2022

Holdings of ZG by BerganKDV Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	13	$640	<0.1%	00.0%	Unchanged	Holders
Q1 2023	13	$569	<0.1%	00.0%	Unchanged	Holders
Q4 2022	13	$406	<0.1%	+13	New	Holders
Q2 2022	0	$0	0.0%	−4−100.0%	Sold out	Holders
Q1 2022	4	$0	0.0%	+4	New	Holders