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Disclosery

Berger Financial Group, Inc: SCHV position timeline

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

Berger Financial Group, Inc held 76,372 SCHV 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 76,372 shares
    Change vs previous 13F +1,174 shares

    0.14% of the 13F portfolio, value $2,658,517.

    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 75,198 shares
    Change vs previous 13F -561 shares

    0.13% of the 13F portfolio, value $2,293,541.

    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 75,759 shares
    Change vs previous 13F +3,575 shares

    0.13% of the 13F portfolio, value $2,243,220.

    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 72,184 shares
    Change vs previous 13F +3,246 shares

    0.13% of the 13F portfolio, value $2,101,287.

    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 68,938 shares
    Change vs previous 13F -8,596 shares

    0.12% of the 13F portfolio, value $1,907,527.

    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 77,534 shares
    Change vs previous 13F -5,020 shares

    0.14% of the 13F portfolio, value $2,060,851.

    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 82,554 shares
    Change vs previous 13F +55,085 shares

    0.15% of the 13F portfolio, value $2,152,171.

    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 27,469 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,207,684.

    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).