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Disclosery

Berger Financial Group, Inc: SHY position timeline

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

Berger Financial Group, Inc held 8,951 SHY 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 8,951 shares
    Change vs previous 13F -67 shares

    0.04% of the 13F portfolio, value $735,003.

    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 9,018 shares
    Change vs previous 13F -88 shares

    0.04% of the 13F portfolio, value $744,622.

    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 9,106 shares
    Change vs previous 13F +982 shares

    0.04% of the 13F portfolio, value $754,163.

    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 8,124 shares
    Change vs previous 13F +2,406 shares

    0.04% of the 13F portfolio, value $674,007.

    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 5,718 shares
    Change vs previous 13F -620 shares

    0.03% of the 13F portfolio, value $473,810.

    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 6,338 shares
    Change vs previous 13F -862 shares

    0.04% of the 13F portfolio, value $524,318.

    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 7,200 shares
    Change vs previous 13F +881 shares

    0.04% of the 13F portfolio, value $590,276.

    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 6,319 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $525,459.

    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).