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Disclosery

Berger Financial Group, Inc: CHRW position timeline

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

Berger Financial Group, Inc held 136,255 CHRW 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 136,255 shares
    Change vs previous 13F -1,040 shares

    1.31% of the 13F portfolio, value $25,662,336.

    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 137,295 shares
    Change vs previous 13F -6,965 shares

    1.28% of the 13F portfolio, value $22,800,626.

    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 144,260 shares
    Change vs previous 13F -12,012 shares

    1.35% of the 13F portfolio, value $23,191,168.

    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 156,272 shares
    Change vs previous 13F -2,515 shares

    1.24% of the 13F portfolio, value $20,690,454.

    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 158,787 shares
    Change vs previous 13F -982 shares

    0.99% of the 13F portfolio, value $15,235,591.

    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 159,769 shares
    Change vs previous 13F -57,137 shares

    1.14% of the 13F portfolio, value $16,360,331.

    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 216,906 shares
    Change vs previous 13F -1,441 shares

    1.55% of the 13F portfolio, value $22,410,766.

    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 218,347 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $24,098,971.

    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).