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Disclosery

Berger Financial Group, Inc: SCHG position timeline

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

Berger Financial Group, Inc held 2,842,453 SCHG 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 2,842,453 shares
    Change vs previous 13F +244,735 shares

    4.92% of the 13F portfolio, value $96,188,610.

    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 2,597,718 shares
    Change vs previous 13F +302,290 shares

    4.24% of the 13F portfolio, value $75,671,515.

    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 2,295,428 shares
    Change vs previous 13F +27,587 shares

    4.34% of the 13F portfolio, value $74,876,860.

    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 2,267,841 shares
    Change vs previous 13F -3,873 shares

    4.33% of the 13F portfolio, value $72,366,801.

    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 2,271,714 shares
    Change vs previous 13F +64,483 shares

    4.31% of the 13F portfolio, value $66,356,769.

    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 2,207,231 shares
    Change vs previous 13F +68,060 shares

    3.84% of the 13F portfolio, value $55,269,070.

    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 2,139,171 shares
    Change vs previous 13F +1,639,206 shares

    4.12% of the 13F portfolio, value $59,618,696.

    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 499,965 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $52,086,337.

    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).