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Disclosery

Berger Financial Group, Inc: XLV position timeline

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

Berger Financial Group, Inc held 14,390 XLV 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 14,390 shares
    Change vs previous 13F +18 shares

    0.12% of the 13F portfolio, value $2,283,100.

    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 14,372 shares
    Change vs previous 13F +99 shares

    0.12% of the 13F portfolio, value $2,107,048.

    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 14,273 shares
    Change vs previous 13F -534 shares

    0.13% of the 13F portfolio, value $2,209,493.

    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 14,807 shares
    Change vs previous 13F -222 shares

    0.12% of the 13F portfolio, value $2,060,647.

    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 15,029 shares
    Change vs previous 13F -1,142 shares

    0.13% of the 13F portfolio, value $2,025,760.

    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 16,171 shares
    Change vs previous 13F -86 shares

    0.16% of the 13F portfolio, value $2,361,159.

    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 16,257 shares
    Change vs previous 13F -1,082 shares

    0.15% of the 13F portfolio, value $2,236,413.

    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 17,339 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $2,670,553.

    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).