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Disclosery

Berkeley, Inc: IWC position timeline

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

Berkeley, Inc held 1,186 IWC 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 1,186 shares
    Change vs previous 13F -68 shares

    0.07% of the 13F portfolio, value $237,275.

    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 1,254 shares
    Change vs previous 13F +1,254 shares

    0.07% of the 13F portfolio, value $200,173.

    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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -1,596 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2024-12-31
    13F/A 1,596 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $208,123.

    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).