Skip to content
Disclosery

Berkeley Capital Partners, LLC: WM position timeline

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

Berkeley Capital Partners, LLC held 1,986 WM 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 1,986 shares
    Change vs previous 13F +65 shares

    0.09% of the 13F portfolio, value $442,694.

    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 1,921 shares
    Change vs previous 13F +177 shares

    0.1% of the 13F portfolio, value $441,407.

    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 1,744 shares
    Change vs previous 13F +271 shares

    0.09% of the 13F portfolio, value $383,102.

    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 1,473 shares
    Change vs previous 13F +29 shares

    0.08% of the 13F portfolio, value $325,328.

    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 1,444 shares
    Change vs previous 13F +20 shares

    0.08% of the 13F portfolio, value $330,420.

    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 1,424 shares
    Change vs previous 13F +21 shares

    0.09% of the 13F portfolio, value $329,676.

    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 1,403 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $283,180.

    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 1,401 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $290,914.

    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).