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Disclosery

Berger Financial Group, Inc: SGOV position timeline

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

Berger Financial Group, Inc held 20,480 SGOV 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 20,480 shares
    Change vs previous 13F -661 shares

    0.11% of the 13F portfolio, value $2,061,689.

    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 21,141 shares
    Change vs previous 13F -1,728 shares

    0.12% of the 13F portfolio, value $2,128,039.

    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 22,869 shares
    Change vs previous 13F +4,109 shares

    0.13% of the 13F portfolio, value $2,295,617.

    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 18,760 shares
    Change vs previous 13F +1,118 shares

    0.11% of the 13F portfolio, value $1,889,092.

    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 17,642 shares
    Change vs previous 13F +579 shares

    0.12% of the 13F portfolio, value $1,776,384.

    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 17,063 shares
    Change vs previous 13F +9,403 shares

    0.12% of the 13F portfolio, value $1,717,738.

    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 7,660 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $768,411.

    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).