Berger Financial Group, Inc: DFAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berger Financial Group, Inc on DFAI, newest first. How the timeline and the estimate are built.
Berger Financial Group, Inc held 596,873 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 596,873 sharesChange vs previous 13F +48,354 shares
1.26% of the 13F portfolio, value $24,621,026.
13F-HR 0001826136-26-000002 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 548,519 sharesChange vs previous 13F -101,928 shares
1.2% of the 13F portfolio, value $21,370,308.
13F-HR 0001172661-26-001555 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 650,447 sharesChange vs previous 13F +28,797 shares
1.44% of the 13F portfolio, value $24,788,514.
13F-HR 0001172661-26-000322 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 621,650 sharesChange vs previous 13F +9,494 shares
1.35% of the 13F portfolio, value $22,596,976.
13F-HR 0001172661-25-004281 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 612,156 sharesChange vs previous 13F +20,827 shares
1.37% of the 13F portfolio, value $21,162,251.
13F-HR 0001172661-25-002666 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 591,329 sharesChange vs previous 13F +584,034 shares
1.28% of the 13F portfolio, value $18,467,192.
13F-HR 0001172661-25-001681 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,295 sharesChange vs previous 13F not available
0.01% of the 13F portfolio, value $213,014.
13F-HR 0001172661-25-001074 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).