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Disclosery

Berger Financial Group, Inc: DFUS position timeline

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

Berger Financial Group, Inc held 48,728 DFUS 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 48,728 shares
    Change vs previous 13F +814 shares

    0.2% of the 13F portfolio, value $3,992,766.

    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 47,914 shares
    Change vs previous 13F +2,415 shares

    0.19% of the 13F portfolio, value $3,397,570.

    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 45,499 shares
    Change vs previous 13F +5,027 shares

    0.2% of the 13F portfolio, value $3,374,679.

    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 40,472 shares
    Change vs previous 13F +2,229 shares

    0.18% of the 13F portfolio, value $2,931,787.

    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 38,243 shares
    Change vs previous 13F +1,283 shares

    0.17% of the 13F portfolio, value $2,563,057.

    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 36,960 shares
    Change vs previous 13F +1,262 shares

    0.16% of the 13F portfolio, value $2,235,356.

    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 35,698 shares
    Change vs previous 13F +5,089 shares

    0.16% of the 13F portfolio, value $2,275,743.

    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 30,609 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,903,893.

    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).