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Disclosery

Berkeley, Inc: IDHQ position timeline

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

Berkeley, Inc held 664,929 IDHQ 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 664,929 shares
    Change vs previous 13F +7,106 shares

    9.12% of the 13F portfolio, value $29,064,053.

    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 657,823 shares
    Change vs previous 13F +38,337 shares

    7.81% of the 13F portfolio, value $23,267,204.

    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 619,486 shares
    Change vs previous 13F +151,676 shares

    6.92% of the 13F portfolio, value $21,774,949.

    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 467,810 shares
    Change vs previous 13F +10,781 shares

    5.06% of the 13F portfolio, value $15,741,824.

    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 457,029 shares
    Change vs previous 13F +168,121 shares

    5.41% of the 13F portfolio, value $15,072,813.

    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 288,908 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $8,649,910.

    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).