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Berger Financial Group, Inc: BBAG position timeline

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

Berger Financial Group, Inc held 14,812 BBAG 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 14,812 shares
    Change vs previous 13F -2,522 shares

    0.03% of the 13F portfolio, value $680,623.

    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 17,334 shares
    Change vs previous 13F -4,629 shares

    0.04% of the 13F portfolio, value $800,121.

    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 21,963 shares
    Change vs previous 13F -2,661 shares

    0.06% of the 13F portfolio, value $1,019,532.

    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 24,624 shares
    Change vs previous 13F -2,790 shares

    0.07% of the 13F portfolio, value $1,149,209.

    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 27,414 shares
    Change vs previous 13F -4,636 shares

    0.08% of the 13F portfolio, value $1,265,703.

    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 32,050 shares
    Change vs previous 13F -454,886 shares

    0.1% of the 13F portfolio, value $1,477,834.

    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 486,936 shares
    Change vs previous 13F +38,517 shares

    1.52% of the 13F portfolio, value $21,999,772.

    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 448,419 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $21,219,201.

    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).