Skip to content
Disclosery

Berkeley Capital Partners, LLC: PPL position timeline

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

Berkeley Capital Partners, LLC held 7,628 PPL 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 7,628 shares
    Change vs previous 13F -386 shares

    0.06% of the 13F portfolio, value $277,278.

    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 8,014 shares
    Change vs previous 13F -26,391 shares

    0.07% of the 13F portfolio, value $306,135.

    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 34,405 shares
    Change vs previous 13F -13,253 shares

    0.28% of the 13F portfolio, value $1,204,864.

    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 47,658 shares
    Change vs previous 13F +1,135 shares

    0.42% of the 13F portfolio, value $1,770,972.

    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 46,523 shares
    Change vs previous 13F -236 shares

    0.4% of the 13F portfolio, value $1,576,665.

    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 46,759 shares
    Change vs previous 13F +1,473 shares

    0.46% of the 13F portfolio, value $1,688,468.

    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 45,286 shares
    Change vs previous 13F +780 shares

    0.41% of the 13F portfolio, value $1,469,984.

    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 44,506 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,472,259.

    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).