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Disclosery

Berkeley, Inc: SPHQ position timeline

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

Berkeley, Inc held 75,790 SPHQ 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 75,790 shares
    Change vs previous 13F +1,421 shares

    2.14% of the 13F portfolio, value $6,828,656.

    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 74,369 shares
    Change vs previous 13F +6,664 shares

    1.88% of the 13F portfolio, value $5,591,835.

    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 67,705 shares
    Change vs previous 13F +5,093 shares

    1.62% of the 13F portfolio, value $5,081,239.

    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 62,612 shares
    Change vs previous 13F +1,844 shares

    1.48% of the 13F portfolio, value $4,588,868.

    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 60,768 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $4,330,311.

    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).