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Disclosery

Berger Financial Group, Inc: TLT position timeline

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

Berger Financial Group, Inc held 3,627 TLT 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 3,627 shares
    Change vs previous 13F +191 shares

    0.02% of the 13F portfolio, value $313,420.

    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 3,436 shares
    Change vs previous 13F -317 shares

    0.02% of the 13F portfolio, value $297,903.

    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 3,753 shares
    Change vs previous 13F -926 shares

    0.02% of the 13F portfolio, value $327,113.

    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 4,679 shares
    Change vs previous 13F -698 shares

    0.03% of the 13F portfolio, value $418,119.

    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 5,377 shares
    Change vs previous 13F -2,516 shares

    0.03% of the 13F portfolio, value $474,483.

    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 7,893 shares
    Change vs previous 13F -123,707 shares

    0.05% of the 13F portfolio, value $718,477.

    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 131,600 shares
    Change vs previous 13F -597 shares

    0.79% of the 13F portfolio, value $11,492,599.

    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 132,197 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $12,968,478.

    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).