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Disclosery

Berger Financial Group, Inc: EFG position timeline

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

Berger Financial Group, Inc held 7,783 EFG 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 7,783 shares
    Change vs previous 13F -15 shares

    0.05% of the 13F portfolio, value $968,406.

    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 7,798 shares
    Change vs previous 13F -30,872 shares

    0.05% of the 13F portfolio, value $868,453.

    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 38,670 shares
    Change vs previous 13F +2,273 shares

    0.26% of the 13F portfolio, value $4,405,326.

    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 36,397 shares
    Change vs previous 13F +4,385 shares

    0.25% of the 13F portfolio, value $4,144,945.

    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 32,012 shares
    Change vs previous 13F +3,927 shares

    0.23% of the 13F portfolio, value $3,585,315.

    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 28,085 shares
    Change vs previous 13F +2,985 shares

    0.2% of the 13F portfolio, value $2,808,527.

    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 25,100 shares
    Change vs previous 13F +500 shares

    0.17% of the 13F portfolio, value $2,430,459.

    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 24,600 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,648,160.

    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).