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Disclosery

Berkeley, Inc: MORN position timeline

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

Berkeley, Inc held 15,202 MORN 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 15,202 shares
    Change vs previous 13F -364 shares

    0.74% of the 13F portfolio, value $2,371,849.

    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 15,566 shares
    Change vs previous 13F -1,816 shares

    0.88% of the 13F portfolio, value $2,631,429.

    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 17,382 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $3,777,282.

    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).