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Disclosery

Berger Financial Group, Inc: HD position timeline

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

Berger Financial Group, Inc held 12,570 HD 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 12,570 shares
    Change vs previous 13F -574 shares

    0.23% of the 13F portfolio, value $4,433,310.

    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 13,144 shares
    Change vs previous 13F -158 shares

    0.24% of the 13F portfolio, value $4,322,863.

    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 13,302 shares
    Change vs previous 13F -361 shares

    0.27% of the 13F portfolio, value $4,577,277.

    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 13,663 shares
    Change vs previous 13F -65 shares

    0.33% of the 13F portfolio, value $5,535,981.

    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 13,728 shares
    Change vs previous 13F -296 shares

    0.33% of the 13F portfolio, value $5,033,334.

    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 14,024 shares
    Change vs previous 13F -62 shares

    0.36% of the 13F portfolio, value $5,139,648.

    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 14,086 shares
    Change vs previous 13F +1,776 shares

    0.38% of the 13F portfolio, value $5,479,429.

    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 12,310 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,988,141.

    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).