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Disclosery

Berger Financial Group, Inc: ISTB position timeline

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

Berger Financial Group, Inc held 16,398 ISTB 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 16,398 shares
    Change vs previous 13F +112 shares

    0.04% of the 13F portfolio, value $791,216.

    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 16,286 shares
    Change vs previous 13F -45 shares

    0.04% of the 13F portfolio, value $789,206.

    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 16,331 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $796,145.

    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 16,407 shares
    Change vs previous 13F -282 shares

    0.05% of the 13F portfolio, value $801,318.

    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 16,689 shares
    Change vs previous 13F +14 shares

    0.05% of the 13F portfolio, value $811,919.

    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 16,675 shares
    Change vs previous 13F -2,329 shares

    0.06% of the 13F portfolio, value $806,238.

    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 19,004 shares
    Change vs previous 13F -200 shares

    0.06% of the 13F portfolio, value $907,831.

    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 19,204 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $934,871.

    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).