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Disclosery

Berger Financial Group, Inc: BX position timeline

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

Berger Financial Group, Inc held 2,086 BX 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 2,086 shares
    Change vs previous 13F -38 shares

    0.01% of the 13F portfolio, value $245,422.

    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 2,124 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $244,191.

    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 2,106 shares
    Change vs previous 13F +165 shares

    0.02% of the 13F portfolio, value $324,621.

    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 1,941 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $331,630.

    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 1,931 shares
    Change vs previous 13F -125 shares

    0.02% of the 13F portfolio, value $288,856.

    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 2,056 shares
    Change vs previous 13F +19 shares

    0.02% of the 13F portfolio, value $287,376.

    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 2,037 shares
    Change vs previous 13F -126 shares

    0.02% of the 13F portfolio, value $351,200.

    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 2,163 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $331,172.

    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).