Skip to content
Disclosery

Berger Financial Group, Inc: XLK position timeline

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

Berger Financial Group, Inc held 15,378 XLK 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 15,378 shares
    Change vs previous 13F -1,118 shares

    0.15% of the 13F portfolio, value $2,929,827.

    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 16,496 shares
    Change vs previous 13F +52 shares

    0.12% of the 13F portfolio, value $2,192,269.

    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 16,444 shares
    Change vs previous 13F +7,876 shares

    0.14% of the 13F portfolio, value $2,367,497.

    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 8,568 shares
    Change vs previous 13F +314 shares

    0.14% of the 13F portfolio, value $2,414,963.

    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 8,254 shares
    Change vs previous 13F -88 shares

    0.14% of the 13F portfolio, value $2,090,164.

    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 8,342 shares
    Change vs previous 13F +30 shares

    0.12% of the 13F portfolio, value $1,722,541.

    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 8,312 shares
    Change vs previous 13F -1 shares

    0.13% of the 13F portfolio, value $1,932,673.

    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 8,313 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,876,833.

    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).