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Disclosery

Berkeley Capital Partners, LLC: IWD position timeline

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

Berkeley Capital Partners, LLC held 2,916 IWD 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 2,916 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $706,926.

    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 2,916 shares
    Change vs previous 13F +10 shares

    0.14% of the 13F portfolio, value $623,062.

    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 2,906 shares
    Change vs previous 13F +4 shares

    0.14% of the 13F portfolio, value $611,249.

    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 2,902 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $590,819.

    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 2,902 shares
    Change vs previous 13F +16 shares

    0.14% of the 13F portfolio, value $563,656.

    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 2,886 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $543,030.

    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 2,886 shares
    Change vs previous 13F +5 shares

    0.15% of the 13F portfolio, value $534,286.

    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 2,881 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $546,814.

    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).