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Disclosery

Berger Financial Group, Inc: JBND position timeline

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

Berger Financial Group, Inc held 1,431,811 JBND 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 1,431,811 shares
    Change vs previous 13F -11,944 shares

    3.92% of the 13F portfolio, value $76,601,903.

    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 1,443,755 shares
    Change vs previous 13F +112,592 shares

    4.35% of the 13F portfolio, value $77,630,723.

    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 1,331,163 shares
    Change vs previous 13F +45,862 shares

    4.18% of the 13F portfolio, value $71,975,994.

    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 1,285,301 shares
    Change vs previous 13F +18,348 shares

    4.17% of the 13F portfolio, value $69,611,916.

    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 1,266,953 shares
    Change vs previous 13F +16,023 shares

    4.41% of the 13F portfolio, value $67,895,996.

    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 1,250,930 shares
    Change vs previous 13F +112,946 shares

    4.65% of the 13F portfolio, value $66,949,798.

    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 1,137,984 shares
    Change vs previous 13F +17,617 shares

    4.11% of the 13F portfolio, value $59,459,670.

    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 1,120,367 shares
    Change vs previous 13F not available

    4.42% of the 13F portfolio, value $61,228,037.

    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).