Skip to content
Disclosery

Berger Financial Group, Inc: VLO position timeline

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

Berger Financial Group, Inc held 38,101 VLO 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 38,101 shares
    Change vs previous 13F -1,614 shares

    0.51% of the 13F portfolio, value $9,923,063.

    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 39,715 shares
    Change vs previous 13F +33,678 shares

    0.55% of the 13F portfolio, value $9,812,830.

    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 6,037 shares
    Change vs previous 13F -124 shares

    0.06% of the 13F portfolio, value $982,685.

    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 6,161 shares
    Change vs previous 13F -40 shares

    0.06% of the 13F portfolio, value $1,048,997.

    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 6,201 shares
    Change vs previous 13F -7 shares

    0.05% of the 13F portfolio, value $833,606.

    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 6,208 shares
    Change vs previous 13F -376 shares

    0.06% of the 13F portfolio, value $819,852.

    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 6,584 shares
    Change vs previous 13F +796 shares

    0.06% of the 13F portfolio, value $807,100.

    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 5,788 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $781,617.

    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).