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Disclosery

Berger Financial Group, Inc: PREF position timeline

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

Berger Financial Group, Inc held 441,919 PREF 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 441,919 shares
    Change vs previous 13F +37,976 shares

    0.43% of the 13F portfolio, value $8,422,984.

    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 403,943 shares
    Change vs previous 13F -51,473 shares

    0.43% of the 13F portfolio, value $7,602,202.

    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 455,416 shares
    Change vs previous 13F +25,139 shares

    0.5% of the 13F portfolio, value $8,684,783.

    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 430,277 shares
    Change vs previous 13F +5,060 shares

    0.49% of the 13F portfolio, value $8,235,499.

    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 425,217 shares
    Change vs previous 13F +22,591 shares

    0.52% of the 13F portfolio, value $8,066,362.

    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 402,626 shares
    Change vs previous 13F +45,902 shares

    0.52% of the 13F portfolio, value $7,529,108.

    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 356,724 shares
    Change vs previous 13F +31,225 shares

    0.46% of the 13F portfolio, value $6,638,639.

    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 325,499 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $6,122,636.

    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).