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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

  1. period ended2026-06-30
    13F 80,150 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 72,661 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 68,655 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,964 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 63,593 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 59,803 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 55,402 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 52,580 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).