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Berkeley, Inc: IVV position timeline

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

Berkeley, Inc held 7,246 IVV 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 7,246 shares
    Change vs previous 13F -49 shares

    1.7% of the 13F portfolio, value $5,426,198.

    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 7,295 shares
    Change vs previous 13F -318 shares

    1.6% of the 13F portfolio, value $4,765,259.

    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 7,613 shares
    Change vs previous 13F -1,010 shares

    1.66% of the 13F portfolio, value $5,214,732.

    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 8,623 shares
    Change vs previous 13F -133 shares

    1.86% of the 13F portfolio, value $5,771,633.

    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 8,756 shares
    Change vs previous 13F -31 shares

    1.95% of the 13F portfolio, value $5,436,593.

    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 8,787 shares
    Change vs previous 13F -1,123 shares

    2.32% of the 13F portfolio, value $4,937,199.

    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 9,910 shares
    Change vs previous 13F -10,038 shares

    3.02% of the 13F portfolio, value $5,834,048.

    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 19,948 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $11,506,922.

    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).