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Disclosery

Berger Financial Group, Inc: JPIB position timeline

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

Berger Financial Group, Inc held 34,127 JPIB 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 34,127 shares
    Change vs previous 13F -570 shares

    0.08% of the 13F portfolio, value $1,650,030.

    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 34,697 shares
    Change vs previous 13F +2,161 shares

    0.09% of the 13F portfolio, value $1,659,195.

    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 32,536 shares
    Change vs previous 13F +1,050 shares

    0.09% of the 13F portfolio, value $1,584,501.

    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 31,486 shares
    Change vs previous 13F +2,500 shares

    0.09% of the 13F portfolio, value $1,543,762.

    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 28,986 shares
    Change vs previous 13F +7,160 shares

    0.09% of the 13F portfolio, value $1,409,296.

    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 21,826 shares
    Change vs previous 13F -3,105 shares

    0.07% of the 13F portfolio, value $1,045,265.

    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 24,931 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,178,240.

    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).