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Disclosery

Berger Financial Group, Inc: FNDX position timeline

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

Berger Financial Group, Inc held 61,733 FNDX 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 61,733 shares
    Change vs previous 13F -524 shares

    0.1% of the 13F portfolio, value $1,919,898.

    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 62,257 shares
    Change vs previous 13F +13,626 shares

    0.1% of the 13F portfolio, value $1,733,847.

    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 48,631 shares
    Change vs previous 13F +54 shares

    0.08% of the 13F portfolio, value $1,323,261.

    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 48,577 shares
    Change vs previous 13F -1,854 shares

    0.08% of the 13F portfolio, value $1,277,583.

    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 50,431 shares
    Change vs previous 13F +16 shares

    0.08% of the 13F portfolio, value $1,237,572.

    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 50,415 shares
    Change vs previous 13F +292 shares

    0.08% of the 13F portfolio, value $1,190,295.

    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 50,123 shares
    Change vs previous 13F +30,899 shares

    0.08% of the 13F portfolio, value $1,186,903.

    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 19,224 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,379,484.

    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).