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Disclosery

Berger Financial Group, Inc: SCHF position timeline

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

Berger Financial Group, Inc held 240,489 SCHF 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 240,489 shares
    Change vs previous 13F -20,173 shares

    0.34% of the 13F portfolio, value $6,661,548.

    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 260,662 shares
    Change vs previous 13F +4,888 shares

    0.36% of the 13F portfolio, value $6,451,387.

    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 255,774 shares
    Change vs previous 13F +908 shares

    0.36% of the 13F portfolio, value $6,148,804.

    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 254,866 shares
    Change vs previous 13F +19,860 shares

    0.36% of the 13F portfolio, value $5,933,276.

    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 235,006 shares
    Change vs previous 13F +2,842 shares

    0.34% of the 13F portfolio, value $5,193,628.

    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 232,164 shares
    Change vs previous 13F -586,427 shares

    0.32% of the 13F portfolio, value $4,592,197.

    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 818,591 shares
    Change vs previous 13F +405,327 shares

    1.05% of the 13F portfolio, value $15,143,932.

    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 413,264 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $16,993,429.

    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).