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Disclosery

Berger Financial Group, Inc: DFAE position timeline

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

Berger Financial Group, Inc held 623,436 DFAE 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 623,436 shares
    Change vs previous 13F +48,654 shares

    1.28% of the 13F portfolio, value $25,068,377.

    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 574,782 shares
    Change vs previous 13F -131,561 shares

    1.09% of the 13F portfolio, value $19,462,097.

    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 706,343 shares
    Change vs previous 13F +14,138 shares

    1.33% of the 13F portfolio, value $23,005,585.

    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 692,205 shares
    Change vs previous 13F +6,113 shares

    1.31% of the 13F portfolio, value $21,825,228.

    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 686,092 shares
    Change vs previous 13F +19,025 shares

    1.29% of the 13F portfolio, value $19,862,361.

    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 667,067 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $17,270,374.

    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).