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Disclosery

Berkeley, Inc: IUS position timeline

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

Berkeley, Inc held 233,733 IUS 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 233,733 shares
    Change vs previous 13F +17,351 shares

    4.81% of the 13F portfolio, value $15,328,186.

    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 216,382 shares
    Change vs previous 13F +55,497 shares

    4.2% of the 13F portfolio, value $12,531,507.

    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 160,885 shares
    Change vs previous 13F +44,479 shares

    2.92% of the 13F portfolio, value $9,196,250.

    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 116,406 shares
    Change vs previous 13F +9,016 shares

    2.07% of the 13F portfolio, value $6,426,772.

    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 107,390 shares
    Change vs previous 13F not available

    1.99% of the 13F portfolio, value $5,530,585.

    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).