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Disclosery

Berger Financial Group, Inc: SPYI position timeline

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

Berger Financial Group, Inc held 5,032 SPYI 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 5,032 shares
    Change vs previous 13F +827 shares

    0.01% of the 13F portfolio, value $267,171.

    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 4,205 shares
    Change vs previous 13F -176 shares

    0.01% of the 13F portfolio, value $207,606.

    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 4,381 shares
    Change vs previous 13F +396 shares

    0.01% of the 13F portfolio, value $230,154.

    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 3,985 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $208,419.

    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).