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Disclosery

Berkeley, Inc: SCHY position timeline

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

Berkeley, Inc held 34,259 SCHY 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 34,259 shares
    Change vs previous 13F +51 shares

    0.34% of the 13F portfolio, value $1,087,049.

    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 34,208 shares
    Change vs previous 13F +42 shares

    0.36% of the 13F portfolio, value $1,083,018.

    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 34,166 shares
    Change vs previous 13F +76 shares

    0.32% of the 13F portfolio, value $1,018,834.

    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 34,090 shares
    Change vs previous 13F -4,536 shares

    0.31% of the 13F portfolio, value $952,475.

    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 38,626 shares
    Change vs previous 13F -1,008 shares

    0.38% of the 13F portfolio, value $1,056,412.

    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 39,634 shares
    Change vs previous 13F -12,030 shares

    0.47% of the 13F portfolio, value $1,005,915.

    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 51,664 shares
    Change vs previous 13F -51,230 shares

    0.62% of the 13F portfolio, value $1,194,468.

    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 102,894 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,692,714.

    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).