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Berger Financial Group, Inc: UJUN position timeline

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

Berger Financial Group, Inc held 185,198 UJUN 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 185,198 shares
    Change vs previous 13F +9,610 shares

    0.36% of the 13F portfolio, value $7,137,531.

    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 175,588 shares
    Change vs previous 13F -28,957 shares

    0.37% of the 13F portfolio, value $6,538,827.

    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 204,545 shares
    Change vs previous 13F -12,165 shares

    0.44% of the 13F portfolio, value $7,650,863.

    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 216,710 shares
    Change vs previous 13F -5,761 shares

    0.48% of the 13F portfolio, value $7,951,264.

    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 222,471 shares
    Change vs previous 13F +16,990 shares

    0.51% of the 13F portfolio, value $7,924,306.

    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 205,481 shares
    Change vs previous 13F -8,493 shares

    0.47% of the 13F portfolio, value $6,808,942.

    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 213,974 shares
    Change vs previous 13F -61,818 shares

    0.5% of the 13F portfolio, value $7,234,205.

    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 275,792 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $9,164,762.

    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).