Skip to content
Disclosery

Berger Financial Group, Inc: JPEM position timeline

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

Berger Financial Group, Inc held 68,223 JPEM 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 68,223 shares
    Change vs previous 13F -1,529 shares

    0.22% of the 13F portfolio, value $4,283,060.

    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 69,752 shares
    Change vs previous 13F -93 shares

    0.24% of the 13F portfolio, value $4,333,450.

    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 69,845 shares
    Change vs previous 13F +657 shares

    0.25% of the 13F portfolio, value $4,241,664.

    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 69,188 shares
    Change vs previous 13F +4,328 shares

    0.24% of the 13F portfolio, value $4,081,796.

    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 64,860 shares
    Change vs previous 13F +1,244 shares

    0.24% of the 13F portfolio, value $3,658,943.

    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 63,616 shares
    Change vs previous 13F +3,764 shares

    0.23% of the 13F portfolio, value $3,353,899.

    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 59,852 shares
    Change vs previous 13F -480 shares

    0.21% of the 13F portfolio, value $3,105,284.

    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 60,332 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,416,525.

    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).