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Disclosery

Berkeley Capital Partners, LLC: IYW position timeline

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

Berkeley Capital Partners, LLC held 6,280 IYW 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 6,280 shares
    Change vs previous 13F +261 shares

    0.33% of the 13F portfolio, value $1,584,005.

    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 6,019 shares
    Change vs previous 13F -32,140 shares

    0.25% of the 13F portfolio, value $1,091,967.

    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 38,159 shares
    Change vs previous 13F -726 shares

    1.79% of the 13F portfolio, value $7,619,602.

    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 38,885 shares
    Change vs previous 13F -228 shares

    1.8% of the 13F portfolio, value $7,616,026.

    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 39,113 shares
    Change vs previous 13F +295 shares

    1.72% of the 13F portfolio, value $6,777,115.

    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 38,818 shares
    Change vs previous 13F +288 shares

    1.5% of the 13F portfolio, value $5,451,600.

    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 38,530 shares
    Change vs previous 13F +1,084 shares

    1.71% of the 13F portfolio, value $6,146,306.

    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 37,446 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $5,677,563.

    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).