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Berger Financial Group, Inc: USSH position timeline

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

Berger Financial Group, Inc held 58,198 USSH 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 58,198 shares
    Change vs previous 13F +5,468 shares

    0.15% of the 13F portfolio, value $2,923,298.

    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 52,730 shares
    Change vs previous 13F +9,519 shares

    0.15% of the 13F portfolio, value $2,664,194.

    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 43,211 shares
    Change vs previous 13F +13,639 shares

    0.13% of the 13F portfolio, value $2,196,430.

    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 29,572 shares
    Change vs previous 13F +9,408 shares

    0.09% of the 13F portfolio, value $1,501,515.

    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 20,164 shares
    Change vs previous 13F +4,528 shares

    0.07% of the 13F portfolio, value $1,021,710.

    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 15,636 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $790,761.

    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).