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Berkeley, Inc: MSFT position timeline

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

Berkeley, Inc held 21,272 MSFT 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 21,272 shares
    Change vs previous 13F +299 shares

    2.49% of the 13F portfolio, value $7,934,948.

    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 20,973 shares
    Change vs previous 13F +7,668 shares

    2.6% of the 13F portfolio, value $7,763,717.

    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 13,305 shares
    Change vs previous 13F +172 shares

    2.05% of the 13F portfolio, value $6,434,791.

    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 13,133 shares
    Change vs previous 13F -332 shares

    2.19% of the 13F portfolio, value $6,802,200.

    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 13,465 shares
    Change vs previous 13F +4,216 shares

    2.4% of the 13F portfolio, value $6,697,652.

    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 9,249 shares
    Change vs previous 13F -32 shares

    1.63% of the 13F portfolio, value $3,472,121.

    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 9,281 shares
    Change vs previous 13F -9,279 shares

    2.02% of the 13F portfolio, value $3,912,149.

    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 18,560 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $7,986,056.

    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).