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Berger Financial Group, Inc: AVEM position timeline

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

Berger Financial Group, Inc held 177,096 AVEM 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 177,096 shares
    Change vs previous 13F -2,374 shares

    0.87% of the 13F portfolio, value $17,088,027.

    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 179,470 shares
    Change vs previous 13F -23,302 shares

    0.81% of the 13F portfolio, value $14,461,662.

    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 202,772 shares
    Change vs previous 13F +1,853 shares

    0.91% of the 13F portfolio, value $15,617,525.

    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 200,919 shares
    Change vs previous 13F +4,597 shares

    0.9% of the 13F portfolio, value $15,091,042.

    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 196,322 shares
    Change vs previous 13F +3,626 shares

    0.87% of the 13F portfolio, value $13,455,925.

    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 192,696 shares
    Change vs previous 13F -4,874 shares

    0.81% of the 13F portfolio, value $11,594,519.

    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 197,570 shares
    Change vs previous 13F -2,726 shares

    0.8% of the 13F portfolio, value $11,615,141.

    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 200,296 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $12,939,122.

    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).