Berger Financial Group, Inc: UDEC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berger Financial Group, Inc on UDEC, newest first. How the timeline and the estimate are built.
Berger Financial Group, Inc held 83,354 UDEC shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 83,354 sharesChange vs previous 13F -5,031 shares
0.18% of the 13F portfolio, value $3,474,204.
13F-HR 0001826136-26-000002 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 88,385 sharesChange vs previous 13F -42 shares
0.19% of the 13F portfolio, value $3,432,874.
13F-HR 0001172661-26-001555 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 88,427 sharesChange vs previous 13F +606 shares
0.2% of the 13F portfolio, value $3,505,247.
13F-HR 0001172661-26-000322 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 87,821 sharesChange vs previous 13F -6,868 shares
0.2% of the 13F portfolio, value $3,369,692.
13F-HR 0001172661-25-004281 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 94,689 sharesChange vs previous 13F 0 shares
0.22% of the 13F portfolio, value $3,450,468.
13F-HR 0001172661-25-002666 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 94,689 sharesChange vs previous 13F +16,585 shares
0.23% of the 13F portfolio, value $3,247,833.
13F-HR 0001172661-25-001681 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 78,104 sharesChange vs previous 13F +60,574 shares
0.19% of the 13F portfolio, value $2,740,670.
13F-HR 0001172661-25-001074 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,530 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $613,477.
13F-HR 0001172661-24-004557 filed by Berger Financial Group, Inc
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).