Skip to content
Disclosery

Berger Financial Group, Inc: IBM position timeline

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

Berger Financial Group, Inc held 32,864 IBM 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 32,864 shares
    Change vs previous 13F -2,293 shares

    0.47% of the 13F portfolio, value $9,241,771.

    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 35,157 shares
    Change vs previous 13F -4,312 shares

    0.48% of the 13F portfolio, value $8,521,791.

    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 39,469 shares
    Change vs previous 13F +1,306 shares

    0.68% of the 13F portfolio, value $11,691,149.

    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 38,163 shares
    Change vs previous 13F +5,650 shares

    0.64% of the 13F portfolio, value $10,767,952.

    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 32,513 shares
    Change vs previous 13F -246 shares

    0.62% of the 13F portfolio, value $9,584,156.

    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 32,759 shares
    Change vs previous 13F -2,577 shares

    0.57% of the 13F portfolio, value $8,145,948.

    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 35,336 shares
    Change vs previous 13F +227 shares

    0.54% of the 13F portfolio, value $7,767,923.

    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 35,109 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $7,761,812.

    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).