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Disclosery

Berger Financial Group, Inc: JCPB position timeline

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

Berger Financial Group, Inc held 934,157 JCPB 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 934,157 shares
    Change vs previous 13F +58,899 shares

    2.24% of the 13F portfolio, value $43,849,333.

    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 875,258 shares
    Change vs previous 13F -7,965 shares

    2.31% of the 13F portfolio, value $41,207,133.

    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 883,223 shares
    Change vs previous 13F +37,778 shares

    2.43% of the 13F portfolio, value $41,820,609.

    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 845,445 shares
    Change vs previous 13F +5,831 shares

    2.41% of the 13F portfolio, value $40,200,919.

    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 839,614 shares
    Change vs previous 13F +29,941 shares

    2.56% of the 13F portfolio, value $39,512,224.

    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 809,673 shares
    Change vs previous 13F +530,365 shares

    2.65% of the 13F portfolio, value $38,087,022.

    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 279,308 shares
    Change vs previous 13F +156 shares

    0.89% of the 13F portfolio, value $12,867,740.

    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 279,152 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $13,466,277.

    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).