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Disclosery

Berkeley, Inc: MA position timeline

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

Berkeley, Inc held 15,131 MA 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 15,131 shares
    Change vs previous 13F +3,813 shares

    2.44% of the 13F portfolio, value $7,771,411.

    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 11,318 shares
    Change vs previous 13F -80 shares

    1.9% of the 13F portfolio, value $5,655,154.

    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 11,398 shares
    Change vs previous 13F +2 shares

    2.07% of the 13F portfolio, value $6,506,864.

    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 11,396 shares
    Change vs previous 13F -28 shares

    2.08% of the 13F portfolio, value $6,481,807.

    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 11,424 shares
    Change vs previous 13F -39 shares

    2.3% of the 13F portfolio, value $6,419,487.

    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 11,463 shares
    Change vs previous 13F -199 shares

    2.95% of the 13F portfolio, value $6,283,126.

    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 11,662 shares
    Change vs previous 13F -11,658 shares

    3.18% of the 13F portfolio, value $6,140,993.

    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 23,320 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $11,515,054.

    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).