Skip to content
Disclosery

Berger Financial Group, Inc: LQD position timeline

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

Berger Financial Group, Inc held 4,013 LQD 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 4,013 shares
    Change vs previous 13F -1,251 shares

    0.02% of the 13F portfolio, value $437,748.

    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 5,264 shares
    Change vs previous 13F -161 shares

    0.03% of the 13F portfolio, value $573,671.

    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 5,425 shares
    Change vs previous 13F +438 shares

    0.03% of the 13F portfolio, value $597,764.

    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 4,987 shares
    Change vs previous 13F +792 shares

    0.03% of the 13F portfolio, value $555,931.

    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 4,195 shares
    Change vs previous 13F -18 shares

    0.03% of the 13F portfolio, value $459,859.

    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 4,213 shares
    Change vs previous 13F -203 shares

    0.03% of the 13F portfolio, value $457,924.

    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 4,416 shares
    Change vs previous 13F -1,558 shares

    0.03% of the 13F portfolio, value $471,760.

    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 5,974 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $674,932.

    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).