Berger Financial Group, Inc: CGMU position timeline

Berger Financial Group, Inc held 54,028 CGMU 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 54,028 shares

   Change vs previous 13F +3,648 shares

   0.08% of the 13F portfolio, value $1,484,140.

   13F-HR 0001826136-26-000002 filed by Berger Financial Group, Inc
   Filed 2026-08-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 50,380 shares

   Change vs previous 13F +90 shares

   0.08% of the 13F portfolio, value $1,367,823.

   13F-HR 0001172661-26-001555 filed by Berger Financial Group, Inc
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 50,290 shares

   Change vs previous 13F +26,048 shares

   0.08% of the 13F portfolio, value $1,376,946.

   13F-HR 0001172661-26-000322 filed by Berger Financial Group, Inc
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 24,242 shares

   Change vs previous 13F -413 shares

   0.04% of the 13F portfolio, value $661,576.

   13F-HR 0001172661-25-004281 filed by Berger Financial Group, Inc
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 24,655 shares

   Change vs previous 13F not available

   0.04% of the 13F portfolio, value $658,042.

   13F-HR 0001172661-25-002666 filed by Berger Financial Group, Inc
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).