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Disclosery

Berger Financial Group, Inc: AGG position timeline

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

Berger Financial Group, Inc held 21,739 AGG 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 21,739 shares
    Change vs previous 13F -2,681 shares

    0.11% of the 13F portfolio, value $2,151,682.

    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 24,420 shares
    Change vs previous 13F -191,910 shares

    0.14% of the 13F portfolio, value $2,424,210.

    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 216,330 shares
    Change vs previous 13F -11 shares

    1.25% of the 13F portfolio, value $21,607,021.

    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 216,341 shares
    Change vs previous 13F +2,027 shares

    1.3% of the 13F portfolio, value $21,688,212.

    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 214,314 shares
    Change vs previous 13F +266 shares

    1.38% of the 13F portfolio, value $21,259,922.

    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 214,048 shares
    Change vs previous 13F -19,837 shares

    1.47% of the 13F portfolio, value $21,173,631.

    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 233,885 shares
    Change vs previous 13F -6,652 shares

    1.57% of the 13F portfolio, value $22,663,436.

    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 240,537 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $24,359,183.

    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).