Skip to content
Disclosery

Berkeley, Inc: ROST position timeline

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

Berkeley, Inc held 18,782 ROST 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 18,782 shares
    Change vs previous 13F -45 shares

    1.25% of the 13F portfolio, value $3,997,756.

    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 18,827 shares
    Change vs previous 13F -50 shares

    1.37% of the 13F portfolio, value $4,078,427.

    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 18,877 shares
    Change vs previous 13F -4,008 shares

    1.08% of the 13F portfolio, value $3,400,534.

    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 22,885 shares
    Change vs previous 13F -7,671 shares

    1.12% of the 13F portfolio, value $3,487,448.

    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 30,556 shares
    Change vs previous 13F -438 shares

    1.4% of the 13F portfolio, value $3,898,313.

    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 30,994 shares
    Change vs previous 13F -153 shares

    1.86% of the 13F portfolio, value $3,960,778.

    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 31,147 shares
    Change vs previous 13F -31,189 shares

    2.44% of the 13F portfolio, value $4,711,679.

    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 62,336 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $9,382,270.

    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).