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Berkeley Capital Partners, LLC: MO position timeline

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

Berkeley Capital Partners, LLC held 17,371 MO 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 17,371 shares
    Change vs previous 13F -216 shares

    0.26% of the 13F portfolio, value $1,249,811.

    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 17,587 shares
    Change vs previous 13F -5,616 shares

    0.27% of the 13F portfolio, value $1,160,585.

    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 23,203 shares
    Change vs previous 13F -2,923 shares

    0.32% of the 13F portfolio, value $1,337,883.

    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 26,126 shares
    Change vs previous 13F -1,184 shares

    0.41% of the 13F portfolio, value $1,725,862.

    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 27,310 shares
    Change vs previous 13F -7,128 shares

    0.41% of the 13F portfolio, value $1,601,207.

    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 34,438 shares
    Change vs previous 13F +9,163 shares

    0.57% of the 13F portfolio, value $2,066,975.

    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 25,275 shares
    Change vs previous 13F -2,712 shares

    0.37% of the 13F portfolio, value $1,321,619.

    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 27,987 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,428,435.

    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).