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Berger Financial Group, Inc: QQQ position timeline

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

Berger Financial Group, Inc held 21,635 QQQ 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 21,635 shares
    Change vs previous 13F -53 shares

    0.81% of the 13F portfolio, value $15,932,069.

    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 21,688 shares
    Change vs previous 13F -215 shares

    0.7% of the 13F portfolio, value $12,517,923.

    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 21,903 shares
    Change vs previous 13F -91 shares

    0.78% of the 13F portfolio, value $13,455,520.

    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 21,994 shares
    Change vs previous 13F +741 shares

    0.79% of the 13F portfolio, value $13,204,793.

    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 21,253 shares
    Change vs previous 13F +547 shares

    0.76% of the 13F portfolio, value $11,724,125.

    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 20,706 shares
    Change vs previous 13F +1,432 shares

    0.67% of the 13F portfolio, value $9,709,346.

    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 19,274 shares
    Change vs previous 13F +480 shares

    0.68% of the 13F portfolio, value $9,853,523.

    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 18,794 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $9,172,646.

    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).