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Disclosery

Berkeley, Inc: SDY position timeline

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

Berkeley, Inc held 4,436 SDY 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 4,436 shares
    Change vs previous 13F +2 shares

    0.21% of the 13F portfolio, value $675,146.

    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 4,434 shares
    Change vs previous 13F +2 shares

    0.22% of the 13F portfolio, value $647,110.

    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 4,432 shares
    Change vs previous 13F +3 shares

    0.2% of the 13F portfolio, value $616,733.

    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 4,429 shares
    Change vs previous 13F -178 shares

    0.2% of the 13F portfolio, value $620,300.

    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 4,607 shares
    Change vs previous 13F -47 shares

    0.22% of the 13F portfolio, value $625,283.

    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 4,654 shares
    Change vs previous 13F +2 shares

    0.3% of the 13F portfolio, value $631,494.

    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 4,652 shares
    Change vs previous 13F -5,016 shares

    0.32% of the 13F portfolio, value $614,540.

    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 9,668 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,373,322.

    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).