Berger Financial Group, Inc

Position in BBAG — JPMorgan BetaBuilders U.S. Aggregate Bond ETF

CIK 1826136 Plymouth, MN

Position in BBAG

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$800,137

-$219,385 QoQ

Shares Held

17,334

-21.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$800,137	17,334	-21.1%	Shares	Sole	2026-04-28
2025-12-31	$1,019,522	21,963	-10.8%	Shares	Sole	2026-01-27
2025-09-30	$1,149,202	24,624	-10.2%	Shares	Sole	2025-10-14
2025-06-30	$1,265,704	27,414	-14.5%	Shares	Sole	2025-07-22
2025-03-31	$1,477,825	32,050	-92.9%	Shares	Sole	2025-05-12
2024-09-30	$21,219,187	448,419	+6.9%	Shares	Sole	2024-11-12
2024-06-30	$19,054,626	419,613	+15.0%	Shares	Sole	2024-08-14
2024-03-31	$16,736,816	364,875	-63.0%	Shares	Sole	2024-04-16
2023-12-31	$45,891,282	986,273	-0.2%	Shares	Sole	2024-02-07
2023-09-30	$43,720,691	988,485	+2.9%	Shares	Sole	2023-11-03
2023-06-30	$44,376,763	960,952	+1.5%	Shares	Sole	2023-08-10
2023-03-31	$44,471,509	947,210	+6.5%	Shares	Sole	2023-04-24
2022-12-31	$40,725,168	889,390	-4.9%	Shares	Sole	2023-01-30
2022-09-30	$42,546,731	935,093	+1.2%	Shares	Sole	2022-10-27
2022-06-30	$44,313,150	923,768	-0.4%	Shares	Sole	2022-08-08
2022-03-31	$46,838,377	927,309	+13.6%	Shares	Sole	2022-05-10
2021-12-31	$44,026,456	816,363	+5.5%	Shares	Sole	2022-01-26
2021-09-30	$42,006,896	773,964	+1.6%	Shares	Sole	2021-10-28
2021-06-30	$41,494,980	761,935	—	Shares	Sole	2021-07-29
No filing history on record for this holder in this stock.