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Disclosery

Berger Financial Group, Inc: XT position timeline

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

Berger Financial Group, Inc held 20,353 XT 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 20,353 shares
    Change vs previous 13F -2,682 shares

    0.09% of the 13F portfolio, value $1,681,755.

    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 23,035 shares
    Change vs previous 13F -2,053 shares

    0.09% of the 13F portfolio, value $1,569,821.

    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 25,088 shares
    Change vs previous 13F -1,280 shares

    0.1% of the 13F portfolio, value $1,749,620.

    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 26,368 shares
    Change vs previous 13F -674 shares

    0.11% of the 13F portfolio, value $1,896,942.

    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 27,042 shares
    Change vs previous 13F -5,377 shares

    0.11% of the 13F portfolio, value $1,764,515.

    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 32,419 shares
    Change vs previous 13F -517 shares

    0.13% of the 13F portfolio, value $1,866,055.

    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 32,936 shares
    Change vs previous 13F -5,677 shares

    0.14% of the 13F portfolio, value $1,964,935.

    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 38,613 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,350,736.

    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).