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Disclosery

Berger Financial Group, Inc: LMT position timeline

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

Berger Financial Group, Inc held 4,467 LMT 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 4,467 shares
    Change vs previous 13F -38 shares

    0.12% of the 13F portfolio, value $2,275,510.

    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 4,505 shares
    Change vs previous 13F -11,364 shares

    0.15% of the 13F portfolio, value $2,722,645.

    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 15,869 shares
    Change vs previous 13F -1,603 shares

    0.45% of the 13F portfolio, value $7,675,376.

    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 17,472 shares
    Change vs previous 13F +77 shares

    0.52% of the 13F portfolio, value $8,722,292.

    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 17,395 shares
    Change vs previous 13F +126 shares

    0.52% of the 13F portfolio, value $8,056,231.

    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 17,269 shares
    Change vs previous 13F +627 shares

    0.54% of the 13F portfolio, value $7,714,435.

    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 16,642 shares
    Change vs previous 13F +82 shares

    0.56% of the 13F portfolio, value $8,087,008.

    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 16,560 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $9,680,030.

    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).