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Disclosery

Berkeley Capital Partners, LLC: DOW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berkeley Capital Partners, LLC on DOW, newest first. How the timeline and the estimate are built.

Berkeley Capital Partners, LLC held 34,652 DOW shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,652 shares
    Change vs previous 13F -8,535 shares

    0.2% of the 13F portfolio, value $948,079.

    13F-HR 0001376474-26-000537 filed by Berkeley Capital Partners, LLC
    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 43,187 shares
    Change vs previous 13F +15,530 shares

    0.42% of the 13F portfolio, value $1,798,739.

    13F-HR 0001376474-26-000352 filed by Berkeley Capital Partners, LLC
    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 27,657 shares
    Change vs previous 13F +7,218 shares

    0.15% of the 13F portfolio, value $646,621.

    13F-HR 0001376474-26-000127 filed by Berkeley Capital Partners, LLC
    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 20,439 shares
    Change vs previous 13F -1,842 shares

    0.11% of the 13F portfolio, value $468,667.

    13F-HR 0001376474-25-000909 filed by Berkeley Capital Partners, LLC
    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 22,281 shares
    Change vs previous 13F -27,428 shares

    0.15% of the 13F portfolio, value $589,993.

    13F-HR 0001376474-25-000688 filed by Berkeley Capital Partners, LLC
    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 49,709 shares
    Change vs previous 13F +23,108 shares

    0.48% of the 13F portfolio, value $1,735,850.

    13F-HR 0001376474-25-000428 filed by Berkeley Capital Partners, LLC
    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 26,601 shares
    Change vs previous 13F -8,609 shares

    0.3% of the 13F portfolio, value $1,067,491.

    13F-HR 0001376474-25-000179 filed by Berkeley Capital Partners, LLC
    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 35,210 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,923,538.

    13F-HR 0001376474-24-000693 filed by Berkeley Capital Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).