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Disclosery

Berger Financial Group, Inc: FBT position timeline

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

Berger Financial Group, Inc held 102,351 FBT 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 102,351 shares
    Change vs previous 13F -2,051 shares

    1.3% of the 13F portfolio, value $25,371,910.

    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 104,402 shares
    Change vs previous 13F -10,548 shares

    1.18% of the 13F portfolio, value $20,966,008.

    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 114,950 shares
    Change vs previous 13F -545 shares

    1.38% of the 13F portfolio, value $23,739,396.

    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 115,495 shares
    Change vs previous 13F +2,476 shares

    1.24% of the 13F portfolio, value $20,707,031.

    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 113,019 shares
    Change vs previous 13F +2,045 shares

    1.18% of the 13F portfolio, value $18,233,361.

    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 110,974 shares
    Change vs previous 13F -43,298 shares

    1.31% of the 13F portfolio, value $18,878,393.

    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 154,272 shares
    Change vs previous 13F +1,969 shares

    1.77% of the 13F portfolio, value $25,641,595.

    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 152,303 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $26,185,456.

    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).