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Disclosery

Berger Financial Group, Inc: DFAW position timeline

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

Berger Financial Group, Inc held 52,274 DFAW 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 52,274 shares
    Change vs previous 13F +429 shares

    0.22% of the 13F portfolio, value $4,327,765.

    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 51,845 shares
    Change vs previous 13F +11,399 shares

    0.21% of the 13F portfolio, value $3,825,125.

    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 40,446 shares
    Change vs previous 13F +3,718 shares

    0.17% of the 13F portfolio, value $2,992,196.

    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 36,728 shares
    Change vs previous 13F +1,288 shares

    0.16% of the 13F portfolio, value $2,639,275.

    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 35,440 shares
    Change vs previous 13F +10,384 shares

    0.15% of the 13F portfolio, value $2,377,316.

    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 25,056 shares
    Change vs previous 13F +16,819 shares

    0.11% of the 13F portfolio, value $1,535,433.

    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 8,237 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $514,484.

    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).