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Disclosery

Berger Financial Group, Inc: HTRB position timeline

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

Berger Financial Group, Inc held 978,480 HTRB 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 978,480 shares
    Change vs previous 13F +86,608 shares

    1.69% of the 13F portfolio, value $33,009,011.

    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 891,872 shares
    Change vs previous 13F -4,611 shares

    1.69% of the 13F portfolio, value $30,091,762.

    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 896,483 shares
    Change vs previous 13F +50,900 shares

    1.78% of the 13F portfolio, value $30,614,912.

    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 845,583 shares
    Change vs previous 13F +10,703 shares

    1.74% of the 13F portfolio, value $28,995,051.

    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 834,880 shares
    Change vs previous 13F +46,604 shares

    1.83% of the 13F portfolio, value $28,277,377.

    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 788,276 shares
    Change vs previous 13F +136,076 shares

    1.85% of the 13F portfolio, value $26,691,030.

    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 652,200 shares
    Change vs previous 13F +68,724 shares

    1.5% of the 13F portfolio, value $21,737,842.

    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 583,476 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $20,398,338.

    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).