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Berger Financial Group, Inc: PYLD position timeline

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

Berger Financial Group, Inc held 1,143,208 PYLD 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 1,143,208 shares
    Change vs previous 13F -9,684 shares

    1.55% of the 13F portfolio, value $30,317,874.

    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 1,152,892 shares
    Change vs previous 13F +90,309 shares

    1.69% of the 13F portfolio, value $30,205,760.

    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 1,062,583 shares
    Change vs previous 13F +35,398 shares

    1.64% of the 13F portfolio, value $28,349,714.

    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 1,027,185 shares
    Change vs previous 13F +15,034 shares

    1.65% of the 13F portfolio, value $27,569,658.

    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 1,012,151 shares
    Change vs previous 13F +13,649 shares

    1.74% of the 13F portfolio, value $26,862,484.

    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 998,502 shares
    Change vs previous 13F +67,225 shares

    1.83% of the 13F portfolio, value $26,310,539.

    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 931,277 shares
    Change vs previous 13F +12,211 shares

    1.67% of the 13F portfolio, value $24,138,705.

    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 919,066 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $24,493,118.

    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).