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Disclosery

Berger Financial Group, Inc: CB position timeline

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

Berger Financial Group, Inc held 20,637 CB 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 20,637 shares
    Change vs previous 13F -625 shares

    0.36% of the 13F portfolio, value $7,031,690.

    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 21,262 shares
    Change vs previous 13F -716 shares

    0.39% of the 13F portfolio, value $6,929,870.

    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 21,978 shares
    Change vs previous 13F +115 shares

    0.4% of the 13F portfolio, value $6,859,819.

    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 21,863 shares
    Change vs previous 13F +196 shares

    0.37% of the 13F portfolio, value $6,170,912.

    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 21,667 shares
    Change vs previous 13F +96 shares

    0.41% of the 13F portfolio, value $6,277,311.

    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 21,571 shares
    Change vs previous 13F +1,118 shares

    0.45% of the 13F portfolio, value $6,514,172.

    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 20,453 shares
    Change vs previous 13F +202 shares

    0.39% of the 13F portfolio, value $5,651,158.

    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 20,251 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,840,304.

    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).