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Disclosery

Berger Financial Group, Inc: MOAT position timeline

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

Berger Financial Group, Inc held 15,481 MOAT 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 15,481 shares
    Change vs previous 13F -35 shares

    0.08% of the 13F portfolio, value $1,609,409.

    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 15,516 shares
    Change vs previous 13F -203 shares

    0.08% of the 13F portfolio, value $1,500,402.

    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 15,719 shares
    Change vs previous 13F -1,430 shares

    0.09% of the 13F portfolio, value $1,627,864.

    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 17,149 shares
    Change vs previous 13F +40 shares

    0.1% of the 13F portfolio, value $1,699,628.

    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 17,109 shares
    Change vs previous 13F -709 shares

    0.1% of the 13F portfolio, value $1,604,644.

    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 17,818 shares
    Change vs previous 13F -1,707 shares

    0.11% of the 13F portfolio, value $1,567,975.

    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 19,525 shares
    Change vs previous 13F -2,023 shares

    0.13% of the 13F portfolio, value $1,810,446.

    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 21,548 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,089,090.

    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).