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Disclosery

Berger Financial Group, Inc: CION position timeline

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

Berger Financial Group, Inc held 404,493 CION 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 404,493 shares
    Change vs previous 13F -2,406 shares

    0.13% of the 13F portfolio, value $2,519,992.

    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 406,899 shares
    Change vs previous 13F -78,289 shares

    0.16% of the 13F portfolio, value $2,783,187.

    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 485,188 shares
    Change vs previous 13F +298 shares

    0.27% of the 13F portfolio, value $4,691,764.

    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 484,890 shares
    Change vs previous 13F -2,514 shares

    0.28% of the 13F portfolio, value $4,596,762.

    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 487,404 shares
    Change vs previous 13F +105,478 shares

    0.3% of the 13F portfolio, value $4,664,456.

    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 381,926 shares
    Change vs previous 13F +55,492 shares

    0.27% of the 13F portfolio, value $3,952,930.

    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 326,434 shares
    Change vs previous 13F -6,818 shares

    0.26% of the 13F portfolio, value $3,721,343.

    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 333,252 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $3,965,698.

    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).