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Disclosery

Berger Financial Group, Inc: GBTC position timeline

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

Berger Financial Group, Inc held 11,439 GBTC 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 11,439 shares
    Change vs previous 13F -144 shares

    0.03% of the 13F portfolio, value $520,704.

    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 11,583 shares
    Change vs previous 13F -342 shares

    0.03% of the 13F portfolio, value $611,120.

    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 11,925 shares
    Change vs previous 13F -2,143 shares

    0.05% of the 13F portfolio, value $815,193.

    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 14,068 shares
    Change vs previous 13F -2,239 shares

    0.08% of the 13F portfolio, value $1,262,885.

    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 16,307 shares
    Change vs previous 13F -3,276 shares

    0.09% of the 13F portfolio, value $1,383,323.

    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 19,583 shares
    Change vs previous 13F -1,055 shares

    0.09% of the 13F portfolio, value $1,276,225.

    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 20,638 shares
    Change vs previous 13F -921 shares

    0.11% of the 13F portfolio, value $1,527,625.

    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 21,559 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,088,730.

    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).