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Disclosery

Berger Financial Group, Inc: XLE position timeline

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

Berger Financial Group, Inc held 12,119 XLE 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 12,119 shares
    Change vs previous 13F +971 shares

    0.03% of the 13F portfolio, value $643,627.

    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 11,148 shares
    Change vs previous 13F -1,135 shares

    0.04% of the 13F portfolio, value $682,897.

    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 12,283 shares
    Change vs previous 13F +5,853 shares

    0.03% of the 13F portfolio, value $549,191.

    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 6,430 shares
    Change vs previous 13F -128 shares

    0.03% of the 13F portfolio, value $574,473.

    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 6,558 shares
    Change vs previous 13F -481 shares

    0.04% of the 13F portfolio, value $556,165.

    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 7,039 shares
    Change vs previous 13F -277 shares

    0.05% of the 13F portfolio, value $657,755.

    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 7,316 shares
    Change vs previous 13F -109 shares

    0.04% of the 13F portfolio, value $626,683.

    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 7,425 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $651,912.

    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).