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Disclosery

Berger Financial Group, Inc: IWY position timeline

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

Berger Financial Group, Inc held 20,505 IWY 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 20,505 shares
    Change vs previous 13F -1,535 shares

    0.3% of the 13F portfolio, value $5,959,171.

    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 22,040 shares
    Change vs previous 13F +821 shares

    0.31% of the 13F portfolio, value $5,484,489.

    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 21,219 shares
    Change vs previous 13F -500 shares

    0.34% of the 13F portfolio, value $5,876,387.

    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 21,719 shares
    Change vs previous 13F -206 shares

    0.36% of the 13F portfolio, value $5,943,306.

    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 21,925 shares
    Change vs previous 13F -1,125 shares

    0.35% of the 13F portfolio, value $5,404,702.

    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 23,050 shares
    Change vs previous 13F +830 shares

    0.34% of the 13F portfolio, value $4,862,147.

    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 22,220 shares
    Change vs previous 13F +497 shares

    0.36% of the 13F portfolio, value $5,227,638.

    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 21,723 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $4,780,093.

    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).