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Disclosery

Berger Financial Group, Inc: DFAS position timeline

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

Berger Financial Group, Inc held 28,886 DFAS 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 28,886 shares
    Change vs previous 13F -732 shares

    0.12% of the 13F portfolio, value $2,378,441.

    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 29,618 shares
    Change vs previous 13F -489 shares

    0.12% of the 13F portfolio, value $2,106,713.

    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 30,107 shares
    Change vs previous 13F -1,216 shares

    0.12% of the 13F portfolio, value $2,097,545.

    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 31,323 shares
    Change vs previous 13F -516 shares

    0.13% of the 13F portfolio, value $2,144,405.

    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 31,839 shares
    Change vs previous 13F +6,296 shares

    0.13% of the 13F portfolio, value $2,028,461.

    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 25,543 shares
    Change vs previous 13F +3,625 shares

    0.11% of the 13F portfolio, value $1,526,199.

    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 21,918 shares
    Change vs previous 13F +15,968 shares

    0.1% of the 13F portfolio, value $1,426,395.

    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 5,950 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $385,945.

    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).