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Berger Financial Group, Inc: KJUL position timeline

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

Berger Financial Group, Inc held 71,588 KJUL 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 71,588 shares
    Change vs previous 13F -662 shares

    0.12% of the 13F portfolio, value $2,431,845.

    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 72,250 shares
    Change vs previous 13F -1,023 shares

    0.13% of the 13F portfolio, value $2,314,154.

    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 73,273 shares
    Change vs previous 13F +308 shares

    0.13% of the 13F portfolio, value $2,322,806.

    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 72,965 shares
    Change vs previous 13F +134 shares

    0.14% of the 13F portfolio, value $2,258,997.

    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 72,831 shares
    Change vs previous 13F +670 shares

    0.14% of the 13F portfolio, value $2,126,302.

    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 72,161 shares
    Change vs previous 13F -2,751 shares

    0.14% of the 13F portfolio, value $2,018,026.

    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 74,912 shares
    Change vs previous 13F -9,682 shares

    0.15% of the 13F portfolio, value $2,205,035.

    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 84,594 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,464,215.

    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).