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Equibles

Berger Financial Group, Inc

Position in VFL — abrdn National Municipal Income Fund

CIK 1826136 Plymouth, MN
Back to VFL Full portfolio

Position in VFL

as of Jun 30, 2026 · filed Aug 4, 2026
Position Value
$0
+$0 QoQ
Shares Held
19,443
+0.4% QoQ
Ownership
0.158%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VFL Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Berger Financial Group, Inc holds $5,801,195 across 9 Asset Management names. VFL ranks #9 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CION
CION Investment Corp
 404,493 $2,519,991
2 DBL
DoubleLine Opportunistic Credit Fund
 103,409 $1,487,021
3 BPRE
Bluerock Private Real Estate Fund
 51,683 $672,395
4 BLK
BlackRock, Inc.
 418 $401,932
5 BX
Blackstone Inc.
 2,086 $245,459
6 JPC
Nuveen Preferred & Income Opportunities Fund
 24,565 $193,572
7 NFJ
Virtus Dividend, Interest & Premium Strategy Fund
 10,099 $153,403
8 DSL
DoubleLine Income Solutions Fund
 11,521 $127,422

All Filings in VFL

Export CSV
17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 — 19,443
2026-03-31 — 19,358
2025-12-31 — 19,242
2025-09-30 — 21,247
2025-06-30 — 21,221
2025-03-31 — 21,133
2024-12-31 — 24,118
2024-09-30 — 28,350
2024-06-30 — 29,738
2024-03-31 — 34,227
2023-12-31 — 35,518
2023-09-30 — 40,745
2023-06-30 — 43,991
2023-03-31 — 45,994
2022-12-31 — 47,921
2022-06-30 — 60,036
2022-03-31 — 60,383