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Disclosery

Berkeley, Inc: HSCZ position timeline

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

Berkeley, Inc held 30,950 HSCZ 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 30,950 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $1,330,252.

    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 30,950 shares
    Change vs previous 13F +442 shares

    0.41% of the 13F portfolio, value $1,227,961.

    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 30,508 shares
    Change vs previous 13F -844 shares

    0.38% of the 13F portfolio, value $1,187,155.

    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 31,352 shares
    Change vs previous 13F -520 shares

    0.38% of the 13F portfolio, value $1,179,468.

    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 31,872 shares
    Change vs previous 13F -21,141 shares

    0.41% of the 13F portfolio, value $1,133,065.

    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 53,013 shares
    Change vs previous 13F -198,584 shares

    0.8% of the 13F portfolio, value $1,707,032.

    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 251,597 shares
    Change vs previous 13F -172,617 shares

    4.17% of the 13F portfolio, value $8,053,618.

    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 424,214 shares
    Change vs previous 13F not available

    4.04% of the 13F portfolio, value $13,859,864.

    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).