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Berkeley, Inc: IHDG position timeline

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

Berkeley, Inc held 177,474 IHDG 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 177,474 shares
    Change vs previous 13F -378 shares

    2.92% of the 13F portfolio, value $9,296,097.

    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 177,852 shares
    Change vs previous 13F -11,564 shares

    2.87% of the 13F portfolio, value $8,563,554.

    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 189,416 shares
    Change vs previous 13F -182,545 shares

    2.93% of the 13F portfolio, value $9,216,974.

    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 371,961 shares
    Change vs previous 13F +3,886 shares

    5.51% of the 13F portfolio, value $17,139,964.

    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 368,075 shares
    Change vs previous 13F +69,731 shares

    5.95% of the 13F portfolio, value $16,581,758.

    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 298,344 shares
    Change vs previous 13F +4,136 shares

    6.08% of the 13F portfolio, value $12,948,112.

    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 294,208 shares
    Change vs previous 13F -218,972 shares

    6.62% of the 13F portfolio, value $12,789,236.

    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 513,180 shares
    Change vs previous 13F not available

    6.83% of the 13F portfolio, value $23,452,350.

    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).