Skip to content
Disclosery

Berger Financial Group, Inc: JEPI position timeline

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

Berger Financial Group, Inc held 21,293 JEPI 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 21,293 shares
    Change vs previous 13F -1,546 shares

    0.06% of the 13F portfolio, value $1,202,619.

    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 22,839 shares
    Change vs previous 13F -4,952 shares

    0.07% of the 13F portfolio, value $1,294,493.

    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 27,791 shares
    Change vs previous 13F +640 shares

    0.09% of the 13F portfolio, value $1,590,745.

    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 27,151 shares
    Change vs previous 13F +13,407 shares

    0.09% of the 13F portfolio, value $1,550,303.

    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 13,744 shares
    Change vs previous 13F +5,374 shares

    0.05% of the 13F portfolio, value $781,362.

    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 8,370 shares
    Change vs previous 13F +356 shares

    0.03% of the 13F portfolio, value $478,252.

    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 8,014 shares
    Change vs previous 13F +417 shares

    0.03% of the 13F portfolio, value $461,020.

    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 7,597 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $452,074.

    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).