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Disclosery

Berger Financial Group, Inc: BND position timeline

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

Berger Financial Group, Inc held 73,227 BND 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 73,227 shares
    Change vs previous 13F +8,081 shares

    0.27% of the 13F portfolio, value $5,375,606.

    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 65,146 shares
    Change vs previous 13F +5,420 shares

    0.27% of the 13F portfolio, value $4,797,345.

    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 59,726 shares
    Change vs previous 13F -16,054 shares

    0.26% of the 13F portfolio, value $4,423,918.

    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 75,780 shares
    Change vs previous 13F -1,981 shares

    0.34% of the 13F portfolio, value $5,635,768.

    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 77,761 shares
    Change vs previous 13F -3,060 shares

    0.37% of the 13F portfolio, value $5,725,535.

    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 80,821 shares
    Change vs previous 13F -2,945 shares

    0.41% of the 13F portfolio, value $5,936,268.

    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 83,766 shares
    Change vs previous 13F +73,790 shares

    0.42% of the 13F portfolio, value $6,023,634.

    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 9,976 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $749,326.

    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).