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Disclosery

Berger Financial Group, Inc: IJUL position timeline

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

Berger Financial Group, Inc held 199,418 IJUL 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 199,418 shares
    Change vs previous 13F -4,835 shares

    0.37% of the 13F portfolio, value $7,173,066.

    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 204,253 shares
    Change vs previous 13F -5,483 shares

    0.39% of the 13F portfolio, value $6,893,560.

    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 209,736 shares
    Change vs previous 13F -1,249 shares

    0.41% of the 13F portfolio, value $7,027,813.

    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 210,985 shares
    Change vs previous 13F +12,196 shares

    0.41% of the 13F portfolio, value $6,896,214.

    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 198,789 shares
    Change vs previous 13F -17,799 shares

    0.41% of the 13F portfolio, value $6,349,321.

    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 216,588 shares
    Change vs previous 13F -7,841 shares

    0.44% of the 13F portfolio, value $6,307,043.

    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 224,429 shares
    Change vs previous 13F -8,801 shares

    0.43% of the 13F portfolio, value $6,215,786.

    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 233,230 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,858,432.

    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).