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Disclosery

Berger Financial Group, Inc: HODL position timeline

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

Berger Financial Group, Inc held 828,848 HODL 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 828,848 shares
    Change vs previous 13F -29,676 shares

    0.7% of the 13F portfolio, value $13,767,166.

    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 858,524 shares
    Change vs previous 13F +177,369 shares

    0.92% of the 13F portfolio, value $16,449,321.

    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 681,155 shares
    Change vs previous 13F +36,859 shares

    0.98% of the 13F portfolio, value $16,844,964.

    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 644,296 shares
    Change vs previous 13F +22,440 shares

    1.25% of the 13F portfolio, value $20,855,862.

    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 621,856 shares
    Change vs previous 13F +40,795 shares

    1.23% of the 13F portfolio, value $18,947,953.

    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 581,061 shares
    Change vs previous 13F +479,663 shares

    0.94% of the 13F portfolio, value $13,544,532.

    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 101,398 shares
    Change vs previous 13F +1,532 shares

    0.74% of the 13F portfolio, value $10,718,783.

    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 99,866 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $7,173,376.

    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).