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Disclosery

Berkeley Capital Partners, LLC: SPY position timeline

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

Berkeley Capital Partners, LLC held 132,746 SPY 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 132,746 shares
    Change vs previous 13F +2,052 shares

    20.4% of the 13F portfolio, value $99,130,483.

    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 130,694 shares
    Change vs previous 13F +845 shares

    19.71% of the 13F portfolio, value $84,995,714.

    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 129,849 shares
    Change vs previous 13F +839 shares

    20.85% of the 13F portfolio, value $88,546,343.

    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 129,010 shares
    Change vs previous 13F +2,112 shares

    20.32% of the 13F portfolio, value $85,944,171.

    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 126,898 shares
    Change vs previous 13F +1,377 shares

    19.9% of the 13F portfolio, value $78,403,731.

    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 125,521 shares
    Change vs previous 13F +581 shares

    19.33% of the 13F portfolio, value $70,214,935.

    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 124,940 shares
    Change vs previous 13F +4,945 shares

    20.35% of the 13F portfolio, value $73,224,788.

    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 119,995 shares
    Change vs previous 13F not available

    19.66% of the 13F portfolio, value $68,848,163.

    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).