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Disclosery

Berger Financial Group, Inc: XLU position timeline

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

Berger Financial Group, Inc held 120,024 XLU 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 120,024 shares
    Change vs previous 13F +2,376 shares

    0.28% of the 13F portfolio, value $5,441,872.

    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 117,648 shares
    Change vs previous 13F +684 shares

    0.3% of the 13F portfolio, value $5,398,889.

    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 116,964 shares
    Change vs previous 13F +62,680 shares

    0.29% of the 13F portfolio, value $4,993,207.

    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 54,284 shares
    Change vs previous 13F +1,679 shares

    0.28% of the 13F portfolio, value $4,734,124.

    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 52,605 shares
    Change vs previous 13F +1,641 shares

    0.28% of the 13F portfolio, value $4,295,738.

    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 50,964 shares
    Change vs previous 13F +1,069 shares

    0.28% of the 13F portfolio, value $4,018,479.

    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 49,895 shares
    Change vs previous 13F -1,670 shares

    0.26% of the 13F portfolio, value $3,776,524.

    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 51,565 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,165,383.

    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).