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Disclosery

Berger Financial Group, Inc: IEF position timeline

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

Berger Financial Group, Inc held 4,138 IEF 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 4,138 shares
    Change vs previous 13F -151 shares

    0.02% of the 13F portfolio, value $391,356.

    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 4,289 shares
    Change vs previous 13F +210 shares

    0.02% of the 13F portfolio, value $409,387.

    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 4,079 shares
    Change vs previous 13F -85 shares

    0.02% of the 13F portfolio, value $392,247.

    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 4,164 shares
    Change vs previous 13F +183 shares

    0.02% of the 13F portfolio, value $401,618.

    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 3,981 shares
    Change vs previous 13F -362 shares

    0.02% of the 13F portfolio, value $381,305.

    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 4,343 shares
    Change vs previous 13F -125 shares

    0.03% of the 13F portfolio, value $414,220.

    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 4,468 shares
    Change vs previous 13F +65 shares

    0.03% of the 13F portfolio, value $413,041.

    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 4,403 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $432,030.

    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).