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Disclosery

Berger Financial Group, Inc: COST position timeline

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

Berger Financial Group, Inc held 13,989 COST 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 13,989 shares
    Change vs previous 13F -319 shares

    0.67% of the 13F portfolio, value $13,086,340.

    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 14,308 shares
    Change vs previous 13F +17 shares

    0.8% of the 13F portfolio, value $14,256,668.

    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 14,291 shares
    Change vs previous 13F -39 shares

    0.71% of the 13F portfolio, value $12,323,456.

    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 14,330 shares
    Change vs previous 13F -35 shares

    0.79% of the 13F portfolio, value $13,264,155.

    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 14,365 shares
    Change vs previous 13F -90 shares

    0.92% of the 13F portfolio, value $14,220,219.

    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 14,455 shares
    Change vs previous 13F -963 shares

    0.95% of the 13F portfolio, value $13,670,897.

    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 15,418 shares
    Change vs previous 13F -94 shares

    0.98% of the 13F portfolio, value $14,126,966.

    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 15,512 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $13,751,526.

    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).