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Disclosery

Berger Financial Group, Inc: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berger Financial Group, Inc on AAPL, newest first. How the timeline and the estimate are built.

Berger Financial Group, Inc held 152,260 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,260 shares
    Change vs previous 13F -3,985 shares

    2.25% of the 13F portfolio, value $44,057,847.

    13F-HR 0001826136-26-000002 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 156,245 shares
    Change vs previous 13F -4,422 shares

    2.22% of the 13F portfolio, value $39,653,330.

    13F-HR 0001172661-26-001555 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 160,667 shares
    Change vs previous 13F -2,873 shares

    2.53% of the 13F portfolio, value $43,678,844.

    13F-HR 0001172661-26-000322 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 163,540 shares
    Change vs previous 13F -1,385 shares

    2.49% of the 13F portfolio, value $41,642,094.

    13F-HR 0001172661-25-004281 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 164,925 shares
    Change vs previous 13F -3,990 shares

    2.2% of the 13F portfolio, value $33,837,719.

    13F-HR 0001172661-25-002666 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 168,915 shares
    Change vs previous 13F +222 shares

    2.61% of the 13F portfolio, value $37,521,193.

    13F-HR 0001172661-25-001681 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 168,693 shares
    Change vs previous 13F -2,493 shares

    2.92% of the 13F portfolio, value $42,244,073.

    13F-HR 0001172661-25-001074 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 171,186 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $39,886,268.

    13F-HR 0001172661-24-004557 filed by Berger Financial Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).