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Disclosery

Berger Financial Group, Inc: FBND position timeline

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

Berger Financial Group, Inc held 46,609 FBND 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 46,609 shares
    Change vs previous 13F +264 shares

    0.11% of the 13F portfolio, value $2,120,234.

    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 46,345 shares
    Change vs previous 13F +11,497 shares

    0.12% of the 13F portfolio, value $2,114,246.

    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 34,848 shares
    Change vs previous 13F +509 shares

    0.09% of the 13F portfolio, value $1,604,406.

    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 34,339 shares
    Change vs previous 13F +75 shares

    0.1% of the 13F portfolio, value $1,587,832.

    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 34,264 shares
    Change vs previous 13F -637 shares

    0.1% of the 13F portfolio, value $1,567,575.

    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 34,901 shares
    Change vs previous 13F +761 shares

    0.11% of the 13F portfolio, value $1,593,252.

    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 34,140 shares
    Change vs previous 13F -252 shares

    0.11% of the 13F portfolio, value $1,531,884.

    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 34,392 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,607,479.

    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).