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Disclosery

Berger Financial Group, Inc: VTV position timeline

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

Berger Financial Group, Inc held 81,743 VTV 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 81,743 shares
    Change vs previous 13F -1,558 shares

    0.91% of the 13F portfolio, value $17,814,148.

    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 83,301 shares
    Change vs previous 13F -720 shares

    0.92% of the 13F portfolio, value $16,343,677.

    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 84,021 shares
    Change vs previous 13F +2,748 shares

    0.93% of the 13F portfolio, value $16,047,141.

    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 81,273 shares
    Change vs previous 13F +2,341 shares

    0.91% of the 13F portfolio, value $15,156,641.

    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 78,932 shares
    Change vs previous 13F +22 shares

    0.91% of the 13F portfolio, value $13,950,364.

    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 78,910 shares
    Change vs previous 13F -1,339 shares

    0.95% of the 13F portfolio, value $13,630,905.

    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 80,249 shares
    Change vs previous 13F +572 shares

    0.94% of the 13F portfolio, value $13,586,110.

    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 79,677 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $13,909,250.

    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).