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Berger Financial Group, Inc: T position timeline

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

Berger Financial Group, Inc held 265,107 T 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 265,107 shares
    Change vs previous 13F -9,283 shares

    0.28% of the 13F portfolio, value $5,487,713.

    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 274,390 shares
    Change vs previous 13F -3,930 shares

    0.45% of the 13F portfolio, value $7,954,569.

    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 278,320 shares
    Change vs previous 13F +2,228 shares

    0.4% of the 13F portfolio, value $6,913,460.

    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 276,092 shares
    Change vs previous 13F -877 shares

    0.47% of the 13F portfolio, value $7,796,839.

    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 276,969 shares
    Change vs previous 13F -321 shares

    0.52% of the 13F portfolio, value $8,015,472.

    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 277,290 shares
    Change vs previous 13F +246,532 shares

    0.54% of the 13F portfolio, value $7,841,772.

    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 30,758 shares
    Change vs previous 13F -249 shares

    0.05% of the 13F portfolio, value $700,367.

    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 31,007 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $682,159.

    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).