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Disclosery

Berger Financial Group, Inc: IVW position timeline

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

Berger Financial Group, Inc held 6,221 IVW 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 6,221 shares
    Change vs previous 13F +212 shares

    0.04% of the 13F portfolio, value $855,611.

    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 6,009 shares
    Change vs previous 13F +9 shares

    0.04% of the 13F portfolio, value $679,714.

    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 6,000 shares
    Change vs previous 13F +46 shares

    0.04% of the 13F portfolio, value $739,582.

    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 5,954 shares
    Change vs previous 13F +93 shares

    0.04% of the 13F portfolio, value $718,767.

    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 5,861 shares
    Change vs previous 13F -48 shares

    0.04% of the 13F portfolio, value $645,297.

    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 5,909 shares
    Change vs previous 13F +495 shares

    0.04% of the 13F portfolio, value $548,533.

    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 5,414 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $549,684.

    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 5,414 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $518,391.

    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).