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Disclosery

Berger Financial Group, Inc: SPDW position timeline

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

Berger Financial Group, Inc held 12,272 SPDW 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 12,272 shares
    Change vs previous 13F -461 shares

    0.03% of the 13F portfolio, value $618,362.

    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 12,733 shares
    Change vs previous 13F -2,708 shares

    0.03% of the 13F portfolio, value $581,245.

    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 15,441 shares
    Change vs previous 13F -7 shares

    0.04% of the 13F portfolio, value $685,740.

    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 15,448 shares
    Change vs previous 13F -1,568 shares

    0.04% of the 13F portfolio, value $661,020.

    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 17,016 shares
    Change vs previous 13F -947 shares

    0.04% of the 13F portfolio, value $688,958.

    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 17,963 shares
    Change vs previous 13F -398,976 shares

    0.05% of the 13F portfolio, value $654,028.

    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 416,939 shares
    Change vs previous 13F +46,603 shares

    0.98% of the 13F portfolio, value $14,230,120.

    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 370,336 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $13,909,831.

    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).