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Disclosery

Berger Financial Group, Inc: XLRE position timeline

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

Berger Financial Group, Inc held 10,569 XLRE 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 10,569 shares
    Change vs previous 13F -2,175 shares

    0.02% of the 13F portfolio, value $465,341.

    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 12,744 shares
    Change vs previous 13F -292 shares

    0.03% of the 13F portfolio, value $520,321.

    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 13,036 shares
    Change vs previous 13F -1,503 shares

    0.03% of the 13F portfolio, value $526,000.

    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 14,539 shares
    Change vs previous 13F -552 shares

    0.04% of the 13F portfolio, value $612,536.

    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 15,091 shares
    Change vs previous 13F -2,155 shares

    0.04% of the 13F portfolio, value $625,089.

    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 17,246 shares
    Change vs previous 13F -192 shares

    0.05% of the 13F portfolio, value $721,737.

    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 17,438 shares
    Change vs previous 13F -1,097 shares

    0.05% of the 13F portfolio, value $709,189.

    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 18,535 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $827,940.

    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).