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Disclosery

Berger Financial Group, Inc: XEL position timeline

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

Berger Financial Group, Inc held 35,574 XEL 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 35,574 shares
    Change vs previous 13F -36 shares

    0.15% of the 13F portfolio, value $2,856,585.

    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 35,610 shares
    Change vs previous 13F -632 shares

    0.16% of the 13F portfolio, value $2,828,832.

    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 36,242 shares
    Change vs previous 13F -1,620 shares

    0.16% of the 13F portfolio, value $2,676,847.

    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 37,862 shares
    Change vs previous 13F +1,415 shares

    0.18% of the 13F portfolio, value $3,053,547.

    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 36,447 shares
    Change vs previous 13F -283 shares

    0.16% of the 13F portfolio, value $2,482,017.

    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 36,730 shares
    Change vs previous 13F -1,487 shares

    0.18% of the 13F portfolio, value $2,600,102.

    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 38,217 shares
    Change vs previous 13F +11,415 shares

    0.18% of the 13F portfolio, value $2,580,412.

    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 26,802 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,750,174.

    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).