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Disclosery

Berkeley, Inc: LGLV position timeline

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

Berkeley, Inc held 1,535 LGLV 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 1,535 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $278,510.

    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 1,534 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $273,190.

    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 1,533 shares
    Change vs previous 13F +1 shares

    0.09% of the 13F portfolio, value $269,148.

    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 1,532 shares
    Change vs previous 13F -1,208 shares

    0.09% of the 13F portfolio, value $272,957.

    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 2,740 shares
    Change vs previous 13F +5 shares

    0.17% of the 13F portfolio, value $478,348.

    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 2,735 shares
    Change vs previous 13F -289 shares

    0.22% of the 13F portfolio, value $476,038.

    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 3,024 shares
    Change vs previous 13F -3,198 shares

    0.26% of the 13F portfolio, value $499,635.

    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 6,222 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,052,882.

    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).