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Disclosery

Berger Financial Group, Inc: UAUG position timeline

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

Berger Financial Group, Inc held 43,839 UAUG 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 43,839 shares
    Change vs previous 13F -13,136 shares

    0.09% of the 13F portfolio, value $1,844,956.

    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 56,975 shares
    Change vs previous 13F -80 shares

    0.13% of the 13F portfolio, value $2,241,636.

    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 57,055 shares
    Change vs previous 13F -1,090 shares

    0.13% of the 13F portfolio, value $2,277,636.

    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 58,145 shares
    Change vs previous 13F -12,844 shares

    0.14% of the 13F portfolio, value $2,285,500.

    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 70,989 shares
    Change vs previous 13F -8,100 shares

    0.17% of the 13F portfolio, value $2,656,657.

    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 79,089 shares
    Change vs previous 13F -2,736 shares

    0.19% of the 13F portfolio, value $2,738,062.

    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 81,825 shares
    Change vs previous 13F -3,650 shares

    0.2% of the 13F portfolio, value $2,905,549.

    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 85,475 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,994,190.

    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).