Berkeley Capital Partners, LLC: TLT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berkeley Capital Partners, LLC on TLT, newest first. How the timeline and the estimate are built.
Berkeley Capital Partners, LLC held 80,150 TLT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 80,150 sharesChange vs previous 13F +7,489 shares
1.43% of the 13F portfolio, value $6,926,577.
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 72,661 sharesChange vs previous 13F +4,006 shares
1.46% of the 13F portfolio, value $6,298,996.
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 68,655 sharesChange vs previous 13F +1,691 shares
1.41% of the 13F portfolio, value $5,984,004.
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 66,964 sharesChange vs previous 13F +3,371 shares
1.42% of the 13F portfolio, value $5,984,569.
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 63,593 sharesChange vs previous 13F +3,790 shares
1.42% of the 13F portfolio, value $5,612,065.
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 59,803 sharesChange vs previous 13F +4,401 shares
1.5% of the 13F portfolio, value $5,443,833.
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 55,402 sharesChange vs previous 13F +2,822 shares
1.34% of the 13F portfolio, value $4,838,216.
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 52,580 sharesChange vs previous 13F not available
1.47% of the 13F portfolio, value $5,158,122.
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).