Berger Financial Group, Inc: USMV position timeline

Berger Financial Group, Inc held 0 USMV shares at 2025-09-30 per its 13F-HR filed 2025-10-14.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,923 shares

   13F-HR 0001172661-25-004281 filed by Berger Financial Group, Inc
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,923 shares

   Change vs previous 13F -2,269 shares

   0.02% of the 13F portfolio, value $274,383.

   13F-HR 0001172661-25-002666 filed by Berger Financial Group, Inc
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 5,192 shares

   Change vs previous 13F -2,345 shares

   0.03% of the 13F portfolio, value $486,282.

   13F-HR 0001172661-25-001681 filed by Berger Financial Group, Inc
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 7,537 shares

   Change vs previous 13F -7,651 shares

   0.05% of the 13F portfolio, value $669,216.

   13F-HR 0001172661-25-001074 filed by Berger Financial Group, Inc
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 15,188 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $1,386,794.

   13F-HR 0001172661-24-004557 filed by Berger Financial Group, Inc
   Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).