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Disclosery

Berger Financial Group, Inc: FISV position timeline

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

Berger Financial Group, Inc held 5,598 FISV 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 5,598 shares
    Change vs previous 13F -8,684 shares

    0.01% of the 13F portfolio, value $274,582.

    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 14,282 shares
    Change vs previous 13F -2,536 shares

    0.04% of the 13F portfolio, value $796,936.

    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 16,818 shares
    Change vs previous 13F -1,393 shares

    0.07% of the 13F portfolio, value $1,129,666.

    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 18,211 shares
    Change vs previous 13F -168 shares

    0.14% of the 13F portfolio, value $2,347,945.

    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 18,379 shares
    Change vs previous 13F +339 shares

    0.21% of the 13F portfolio, value $3,168,724.

    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 18,040 shares
    Change vs previous 13F +53 shares

    0.28% of the 13F portfolio, value $3,983,774.

    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 17,987 shares
    Change vs previous 13F -120 shares

    0.26% of the 13F portfolio, value $3,694,890.

    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 18,107 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,252,923.

    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).