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Disclosery

Berger Financial Group, Inc: ED position timeline

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

Berger Financial Group, Inc held 2,049 ED 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 2,049 shares
    Change vs previous 13F -30 shares

    0.01% of the 13F portfolio, value $226,681.

    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 2,079 shares
    Change vs previous 13F -203 shares

    0.01% of the 13F portfolio, value $235,306.

    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 2,282 shares
    Change vs previous 13F -6 shares

    0.01% of the 13F portfolio, value $226,648.

    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 2,288 shares
    Change vs previous 13F -200 shares

    0.01% of the 13F portfolio, value $229,963.

    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 2,488 shares
    Change vs previous 13F -589 shares

    0.02% of the 13F portfolio, value $249,719.

    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 3,077 shares
    Change vs previous 13F -52,617 shares

    0.02% of the 13F portfolio, value $340,312.

    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 55,694 shares
    Change vs previous 13F +1,243 shares

    0.34% of the 13F portfolio, value $4,969,595.

    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 54,451 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,669,960.

    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).