Skip to content
Disclosery

Berger Financial Group, Inc: IRT position timeline

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

Berger Financial Group, Inc held 138,840 IRT 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 138,840 shares
    Change vs previous 13F -3,792 shares

    0.12% of the 13F portfolio, value $2,317,232.

    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 142,632 shares
    Change vs previous 13F -91,213 shares

    0.12% of the 13F portfolio, value $2,123,797.

    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 233,845 shares
    Change vs previous 13F -25,165 shares

    0.24% of the 13F portfolio, value $4,087,606.

    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 259,010 shares
    Change vs previous 13F -21,527 shares

    0.25% of the 13F portfolio, value $4,245,168.

    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 280,537 shares
    Change vs previous 13F -10,026 shares

    0.32% of the 13F portfolio, value $4,962,701.

    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 290,563 shares
    Change vs previous 13F -3,562 shares

    0.43% of the 13F portfolio, value $6,168,654.

    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 294,125 shares
    Change vs previous 13F -2,705 shares

    0.4% of the 13F portfolio, value $5,835,442.

    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 296,830 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,085,009.

    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).