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Disclosery

Berger Financial Group, Inc: IBB position timeline

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

Berger Financial Group, Inc held 2,364 IBB 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 2,364 shares
    Change vs previous 13F -195 shares

    0.02% of the 13F portfolio, value $449,634.

    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 2,559 shares
    Change vs previous 13F -251 shares

    0.02% of the 13F portfolio, value $432,087.

    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 2,810 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $474,326.

    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 2,829 shares
    Change vs previous 13F +75 shares

    0.02% of the 13F portfolio, value $408,478.

    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 2,754 shares
    Change vs previous 13F -226 shares

    0.02% of the 13F portfolio, value $348,383.

    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 2,980 shares
    Change vs previous 13F +389 shares

    0.03% of the 13F portfolio, value $381,116.

    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 2,591 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $342,580.

    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).