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Disclosery

Berger Financial Group, Inc: MSFT position timeline

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

Berger Financial Group, Inc held 38,384 MSFT 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 38,384 shares
    Change vs previous 13F -1,675 shares

    0.73% of the 13F portfolio, value $14,317,897.

    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 40,059 shares
    Change vs previous 13F -29 shares

    0.83% of the 13F portfolio, value $14,828,491.

    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 40,088 shares
    Change vs previous 13F -449 shares

    1.12% of the 13F portfolio, value $19,387,409.

    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 40,537 shares
    Change vs previous 13F -24 shares

    1.26% of the 13F portfolio, value $20,996,374.

    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 40,561 shares
    Change vs previous 13F -549 shares

    1.31% of the 13F portfolio, value $20,175,673.

    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 41,110 shares
    Change vs previous 13F -16,432 shares

    1.07% of the 13F portfolio, value $15,432,202.

    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 57,542 shares
    Change vs previous 13F -1,169 shares

    1.68% of the 13F portfolio, value $24,253,986.

    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 58,711 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $25,263,439.

    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).