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Disclosery

Berger Financial Group, Inc: UCON position timeline

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

Berger Financial Group, Inc held 23,104 UCON 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 23,104 shares
    Change vs previous 13F -868 shares

    0.03% of the 13F portfolio, value $574,818.

    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 23,972 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $593,781.

    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 23,957 shares
    Change vs previous 13F -1,501 shares

    0.03% of the 13F portfolio, value $602,990.

    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 25,458 shares
    Change vs previous 13F +133 shares

    0.04% of the 13F portfolio, value $641,251.

    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 25,325 shares
    Change vs previous 13F -1,066 shares

    0.04% of the 13F portfolio, value $630,350.

    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 26,391 shares
    Change vs previous 13F +11,593 shares

    0.05% of the 13F portfolio, value $653,188.

    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 14,798 shares
    Change vs previous 13F -1,838 shares

    0.03% of the 13F portfolio, value $364,782.

    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 16,636 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $418,060.

    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).