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Disclosery

Berger Financial Group, Inc: FE position timeline

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

Berger Financial Group, Inc held 130,599 FE 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 130,599 shares
    Change vs previous 13F -4,462 shares

    0.32% of the 13F portfolio, value $6,208,657.

    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 135,061 shares
    Change vs previous 13F -9,631 shares

    0.38% of the 13F portfolio, value $6,842,174.

    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 144,692 shares
    Change vs previous 13F +407 shares

    0.38% of the 13F portfolio, value $6,477,853.

    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 144,285 shares
    Change vs previous 13F +896 shares

    0.4% of the 13F portfolio, value $6,611,124.

    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 143,389 shares
    Change vs previous 13F +2,595 shares

    0.37% of the 13F portfolio, value $5,772,859.

    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 140,794 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $5,690,904.

    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).