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Disclosery

Berger Financial Group, Inc: UAPR position timeline

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

Berger Financial Group, Inc held 68,887 UAPR 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 68,887 shares
    Change vs previous 13F -6,659 shares

    0.12% of the 13F portfolio, value $2,418,954.

    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 75,546 shares
    Change vs previous 13F -12,574 shares

    0.14% of the 13F portfolio, value $2,520,971.

    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 88,120 shares
    Change vs previous 13F -7,981 shares

    0.17% of the 13F portfolio, value $2,887,693.

    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 96,101 shares
    Change vs previous 13F -10,030 shares

    0.18% of the 13F portfolio, value $3,088,687.

    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 106,131 shares
    Change vs previous 13F -1,719 shares

    0.22% of the 13F portfolio, value $3,321,901.

    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 107,850 shares
    Change vs previous 13F -9,651 shares

    0.22% of the 13F portfolio, value $3,220,401.

    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 117,501 shares
    Change vs previous 13F +825 shares

    0.25% of the 13F portfolio, value $3,623,367.

    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 116,676 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,523,616.

    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).