Skip to content
Disclosery

Berger Financial Group, Inc: LMBS position timeline

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

Berger Financial Group, Inc held 1,139,455 LMBS 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 1,139,455 shares
    Change vs previous 13F +11,766 shares

    2.9% of the 13F portfolio, value $56,722,077.

    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 1,127,689 shares
    Change vs previous 13F +72,760 shares

    3.15% of the 13F portfolio, value $56,170,205.

    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 1,054,929 shares
    Change vs previous 13F +43,188 shares

    3.06% of the 13F portfolio, value $52,735,886.

    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 1,011,741 shares
    Change vs previous 13F +20,541 shares

    3.02% of the 13F portfolio, value $50,374,589.

    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 991,200 shares
    Change vs previous 13F +20,827 shares

    3.17% of the 13F portfolio, value $48,826,524.

    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 970,373 shares
    Change vs previous 13F +88,782 shares

    3.31% of the 13F portfolio, value $47,703,552.

    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 881,591 shares
    Change vs previous 13F +24,274 shares

    2.96% of the 13F portfolio, value $42,907,036.

    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 857,317 shares
    Change vs previous 13F not available

    3.06% of the 13F portfolio, value $42,360,058.

    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).