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Disclosery

Berger Financial Group, Inc: DFAU position timeline

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

Berger Financial Group, Inc held 34,710 DFAU 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 34,710 shares
    Change vs previous 13F -11,572 shares

    0.09% of the 13F portfolio, value $1,794,151.

    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 46,282 shares
    Change vs previous 13F +2,018 shares

    0.12% of the 13F portfolio, value $2,088,245.

    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 44,264 shares
    Change vs previous 13F +7,039 shares

    0.12% of the 13F portfolio, value $2,071,547.

    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 37,225 shares
    Change vs previous 13F +8,696 shares

    0.1% of the 13F portfolio, value $1,703,416.

    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 28,529 shares
    Change vs previous 13F -7,790 shares

    0.08% of the 13F portfolio, value $1,208,489.

    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 36,319 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,396,112.

    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).