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Disclosery

Berger Financial Group, Inc: INTU position timeline

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

Berger Financial Group, Inc held 2,634 INTU 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 2,634 shares
    Change vs previous 13F -12,986 shares

    0.04% of the 13F portfolio, value $687,398.

    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 15,620 shares
    Change vs previous 13F +12,268 shares

    0.38% of the 13F portfolio, value $6,753,798.

    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 3,352 shares
    Change vs previous 13F -29 shares

    0.13% of the 13F portfolio, value $2,220,452.

    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 3,381 shares
    Change vs previous 13F -40 shares

    0.14% of the 13F portfolio, value $2,309,048.

    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 3,421 shares
    Change vs previous 13F -62 shares

    0.17% of the 13F portfolio, value $2,694,136.

    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 3,483 shares
    Change vs previous 13F -44 shares

    0.15% of the 13F portfolio, value $2,138,363.

    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 3,527 shares
    Change vs previous 13F -72 shares

    0.15% of the 13F portfolio, value $2,216,999.

    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 3,599 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,234,867.

    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).