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Disclosery

Berger Financial Group, Inc: GLD position timeline

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

Berger Financial Group, Inc held 3,740 GLD 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 3,740 shares
    Change vs previous 13F +104 shares

    0.07% of the 13F portfolio, value $1,377,742.

    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 3,636 shares
    Change vs previous 13F -435 shares

    0.09% of the 13F portfolio, value $1,564,535.

    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 4,071 shares
    Change vs previous 13F +269 shares

    0.09% of the 13F portfolio, value $1,613,379.

    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 3,802 shares
    Change vs previous 13F +591 shares

    0.08% of the 13F portfolio, value $1,351,497.

    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 3,211 shares
    Change vs previous 13F -537 shares

    0.06% of the 13F portfolio, value $978,810.

    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 3,748 shares
    Change vs previous 13F +67 shares

    0.08% of the 13F portfolio, value $1,079,949.

    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 3,681 shares
    Change vs previous 13F +578 shares

    0.06% of the 13F portfolio, value $891,281.

    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 3,103 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $754,216.

    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).