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Disclosery

Berger Financial Group, Inc: BMY position timeline

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

Berger Financial Group, Inc held 3,784 BMY 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 3,784 shares
    Change vs previous 13F -245 shares

    0.01% of the 13F portfolio, value $218,054.

    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 4,029 shares
    Change vs previous 13F -181 shares

    0.01% of the 13F portfolio, value $244,376.

    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 4,210 shares
    Change vs previous 13F -1,055 shares

    0.01% of the 13F portfolio, value $227,088.

    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 5,265 shares
    Change vs previous 13F -1,172 shares

    0.01% of the 13F portfolio, value $237,441.

    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 6,437 shares
    Change vs previous 13F -1,293 shares

    0.02% of the 13F portfolio, value $297,972.

    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 7,730 shares
    Change vs previous 13F -96,292 shares

    0.03% of the 13F portfolio, value $471,445.

    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 104,022 shares
    Change vs previous 13F +1,498 shares

    0.41% of the 13F portfolio, value $5,883,502.

    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 102,524 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $5,304,593.

    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).