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Berger Financial Group, Inc: ADSK position timeline

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

Berger Financial Group, Inc held 22,828 ADSK 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 22,828 shares
    Change vs previous 13F -1,176 shares

    0.23% of the 13F portfolio, value $4,438,220.

    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 24,004 shares
    Change vs previous 13F +4,751 shares

    0.32% of the 13F portfolio, value $5,746,558.

    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 19,253 shares
    Change vs previous 13F +79 shares

    0.33% of the 13F portfolio, value $5,699,081.

    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 19,174 shares
    Change vs previous 13F +192 shares

    0.36% of the 13F portfolio, value $6,091,005.

    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 18,982 shares
    Change vs previous 13F +441 shares

    0.38% of the 13F portfolio, value $5,876,258.

    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 18,541 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,854,034.

    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).