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Disclosery

Berkeley, Inc: DFAT position timeline

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

Berkeley, Inc held 10,028 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,028 shares
    Change vs previous 13F +368 shares

    0.22% of the 13F portfolio, value $700,943.

    13F-HR 0002051965-26-000003 filed by Berkeley, Inc
    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 9,660 shares
    Change vs previous 13F -99 shares

    0.2% of the 13F portfolio, value $603,270.

    13F-HR 0002051965-26-000002 filed by Berkeley, Inc
    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 9,759 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $581,051.

    13F-HR 0002051965-26-000001 filed by Berkeley, Inc
    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 9,758 shares
    Change vs previous 13F -1,261 shares

    0.18% of the 13F portfolio, value $567,998.

    13F-HR 0002051965-25-000002 filed by Berkeley, Inc
    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 11,019 shares
    Change vs previous 13F -173 shares

    0.21% of the 13F portfolio, value $594,579.

    13F-HR 0001085146-25-004782 filed by Berkeley, Inc
    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 11,192 shares
    Change vs previous 13F -20,737 shares

    0.27% of the 13F portfolio, value $576,281.

    13F-HR 0001085146-25-002529 filed by Berkeley, Inc
    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/A 31,929 shares
    Change vs previous 13F -40,537 shares

    0.92% of the 13F portfolio, value $1,777,146.

    13F-HR/A 0001085146-25-001875 filed by Berkeley, Inc
    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/A 72,466 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $4,031,334.

    13F-HR/A 0001085146-25-001874 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

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