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Disclosery

Berger Financial Group, Inc: XYLD position timeline

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

Berger Financial Group, Inc held 23,971 XYLD 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 23,971 shares
    Change vs previous 13F -307 shares

    0.05% of the 13F portfolio, value $977,783.

    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 24,278 shares
    Change vs previous 13F +18 shares

    0.05% of the 13F portfolio, value $950,017.

    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 24,260 shares
    Change vs previous 13F -1,041 shares

    0.06% of the 13F portfolio, value $985,696.

    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 25,301 shares
    Change vs previous 13F +15 shares

    0.06% of the 13F portfolio, value $993,325.

    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 25,286 shares
    Change vs previous 13F -560 shares

    0.06% of the 13F portfolio, value $984,641.

    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 25,846 shares
    Change vs previous 13F -604 shares

    0.07% of the 13F portfolio, value $1,020,644.

    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 26,450 shares
    Change vs previous 13F -181 shares

    0.08% of the 13F portfolio, value $1,108,244.

    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 26,631 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,105,203.

    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).