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Disclosery

Berger Financial Group, Inc: SPY position timeline

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

Berger Financial Group, Inc held 22,190 SPY 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 22,190 shares
    Change vs previous 13F -620 shares

    0.85% of the 13F portfolio, value $16,570,787.

    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 22,810 shares
    Change vs previous 13F -1,341 shares

    0.83% of the 13F portfolio, value $14,833,949.

    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 24,151 shares
    Change vs previous 13F -540 shares

    0.96% of the 13F portfolio, value $16,468,816.

    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 24,691 shares
    Change vs previous 13F -1,722 shares

    0.98% of the 13F portfolio, value $16,448,822.

    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 26,413 shares
    Change vs previous 13F -284 shares

    1.06% of the 13F portfolio, value $16,319,311.

    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 26,697 shares
    Change vs previous 13F +1,825 shares

    1.04% of the 13F portfolio, value $14,933,954.

    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 24,872 shares
    Change vs previous 13F -2,284 shares

    1.01% of the 13F portfolio, value $14,576,865.

    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 27,156 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $15,581,156.

    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).