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Disclosery

Berger Financial Group, Inc: SMMD position timeline

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

Berger Financial Group, Inc held 142,271 SMMD 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 142,271 shares
    Change vs previous 13F -1,187 shares

    0.67% of the 13F portfolio, value $13,036,328.

    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 143,458 shares
    Change vs previous 13F +2,380 shares

    0.61% of the 13F portfolio, value $10,953,008.

    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 141,078 shares
    Change vs previous 13F -1,420 shares

    0.61% of the 13F portfolio, value $10,572,423.

    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 142,498 shares
    Change vs previous 13F +3,650 shares

    0.63% of the 13F portfolio, value $10,506,372.

    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 138,848 shares
    Change vs previous 13F +6,407 shares

    0.61% of the 13F portfolio, value $9,411,105.

    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 132,441 shares
    Change vs previous 13F -31,390 shares

    0.58% of the 13F portfolio, value $8,282,865.

    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 163,831 shares
    Change vs previous 13F +4,776 shares

    0.77% of the 13F portfolio, value $11,140,499.

    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 159,055 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $10,772,811.

    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).