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Disclosery

Berger Financial Group, Inc: HIG position timeline

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

Berger Financial Group, Inc held 47,556 HIG 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 47,556 shares
    Change vs previous 13F -1,244 shares

    0.32% of the 13F portfolio, value $6,302,057.

    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 48,800 shares
    Change vs previous 13F -3,140 shares

    0.37% of the 13F portfolio, value $6,599,206.

    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 51,940 shares
    Change vs previous 13F -145 shares

    0.42% of the 13F portfolio, value $7,157,305.

    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 52,085 shares
    Change vs previous 13F -311 shares

    0.42% of the 13F portfolio, value $6,947,594.

    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 52,396 shares
    Change vs previous 13F -44 shares

    0.43% of the 13F portfolio, value $6,647,540.

    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 52,440 shares
    Change vs previous 13F -3,710 shares

    0.45% of the 13F portfolio, value $6,488,392.

    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 56,150 shares
    Change vs previous 13F +115 shares

    0.42% of the 13F portfolio, value $6,142,853.

    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 56,035 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $6,590,307.

    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).