Skip to content
Disclosery

Berger Financial Group, Inc: WMT position timeline

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

Berger Financial Group, Inc held 79,703 WMT 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 79,703 shares
    Change vs previous 13F -3,290 shares

    0.46% of the 13F portfolio, value $9,027,116.

    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 82,993 shares
    Change vs previous 13F -6,950 shares

    0.58% of the 13F portfolio, value $10,314,358.

    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 89,943 shares
    Change vs previous 13F +740 shares

    0.58% of the 13F portfolio, value $10,020,544.

    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 89,203 shares
    Change vs previous 13F -68 shares

    0.55% of the 13F portfolio, value $9,193,269.

    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 89,271 shares
    Change vs previous 13F -246 shares

    0.57% of the 13F portfolio, value $8,728,887.

    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 89,517 shares
    Change vs previous 13F -20,043 shares

    0.55% of the 13F portfolio, value $7,858,697.

    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 109,560 shares
    Change vs previous 13F -173 shares

    0.68% of the 13F portfolio, value $9,898,764.

    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 109,733 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $8,860,932.

    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).