Berkeley Capital Partners, LLC: TFC position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berkeley Capital Partners, LLC on TFC, newest first. How the timeline and the estimate are built.
Berkeley Capital Partners, LLC held 35,050 TFC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 35,050 sharesChange vs previous 13F +222 shares
0.36% of the 13F portfolio, value $1,746,191.
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 34,828 sharesChange vs previous 13F +4,926 shares
0.37% of the 13F portfolio, value $1,601,044.
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 29,902 sharesChange vs previous 13F -8,509 shares
0.35% of the 13F portfolio, value $1,471,478.
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 38,411 sharesChange vs previous 13F -475 shares
0.42% of the 13F portfolio, value $1,756,151.
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 38,886 sharesChange vs previous 13F +877 shares
0.42% of the 13F portfolio, value $1,671,710.
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 38,009 sharesChange vs previous 13F +1,824 shares
0.43% of the 13F portfolio, value $1,564,071.
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 36,185 sharesChange vs previous 13F -469 shares
0.44% of the 13F portfolio, value $1,569,706.
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 36,654 sharesChange vs previous 13F not available
0.45% of the 13F portfolio, value $1,567,692.
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).