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Disclosery

Berger Financial Group, Inc: VOO position timeline

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

Berger Financial Group, Inc held 24,165 VOO 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 24,165 shares
    Change vs previous 13F -1,523 shares

    0.85% of the 13F portfolio, value $16,596,474.

    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 25,688 shares
    Change vs previous 13F -504 shares

    0.86% of the 13F portfolio, value $15,349,569.

    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 26,192 shares
    Change vs previous 13F -458 shares

    0.95% of the 13F portfolio, value $16,425,970.

    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 26,650 shares
    Change vs previous 13F -237 shares

    0.98% of the 13F portfolio, value $16,320,154.

    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 26,887 shares
    Change vs previous 13F +1,014 shares

    0.99% of the 13F portfolio, value $15,272,882.

    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 25,873 shares
    Change vs previous 13F +278 shares

    0.92% of the 13F portfolio, value $13,296,628.

    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 25,595 shares
    Change vs previous 13F +5,736 shares

    0.95% of the 13F portfolio, value $13,790,909.

    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 19,859 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $10,479,014.

    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).