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Disclosery

Berkeley Capital Partners, LLC: IWF position timeline

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

Berkeley Capital Partners, LLC held 10,907 IWF 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 10,907 shares
    Change vs previous 13F +8,180 shares

    0.28% of the 13F portfolio, value $1,354,340.

    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 2,727 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,162,771.

    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 2,727 shares
    Change vs previous 13F -153 shares

    0.3% of the 13F portfolio, value $1,290,641.

    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 2,880 shares
    Change vs previous 13F -350 shares

    0.32% of the 13F portfolio, value $1,348,947.

    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 3,230 shares
    Change vs previous 13F +4 shares

    0.35% of the 13F portfolio, value $1,371,305.

    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 3,226 shares
    Change vs previous 13F +2 shares

    0.32% of the 13F portfolio, value $1,164,782.

    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 3,224 shares
    Change vs previous 13F +8 shares

    0.36% of the 13F portfolio, value $1,294,565.

    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 3,216 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,207,080.

    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).