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
- period ended2026-06-3013F 17,371 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,587 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 23,203 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 26,126 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,310 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 34,438 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 25,275 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 27,987 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).