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Berger Financial Group, Inc: DFIV position timeline

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

Berger Financial Group, Inc held 29,516 DFIV 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 29,516 shares
    Change vs previous 13F +1,606 shares

    0.08% of the 13F portfolio, value $1,594,459.

    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 27,910 shares
    Change vs previous 13F +5 shares

    0.08% of the 13F portfolio, value $1,473,098.

    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 27,905 shares
    Change vs previous 13F +18 shares

    0.08% of the 13F portfolio, value $1,392,480.

    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 27,887 shares
    Change vs previous 13F +10 shares

    0.08% of the 13F portfolio, value $1,286,154.

    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 27,877 shares
    Change vs previous 13F +358 shares

    0.08% of the 13F portfolio, value $1,193,953.

    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 27,519 shares
    Change vs previous 13F +923 shares

    0.08% of the 13F portfolio, value $1,083,155.

    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 26,596 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $943,612.

    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).