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Disclosery

Berkeley, Inc: SSD position timeline

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

Berkeley, Inc held 37,728 SSD 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 37,728 shares
    Change vs previous 13F -68 shares

    2.48% of the 13F portfolio, value $7,898,268.

    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 37,796 shares
    Change vs previous 13F -985 shares

    2.18% of the 13F portfolio, value $6,486,567.

    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 38,781 shares
    Change vs previous 13F +749 shares

    1.99% of the 13F portfolio, value $6,261,914.

    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 38,032 shares
    Change vs previous 13F -4,217 shares

    2.05% of the 13F portfolio, value $6,368,869.

    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 42,249 shares
    Change vs previous 13F +12,109 shares

    2.36% of the 13F portfolio, value $6,561,648.

    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 30,140 shares
    Change vs previous 13F +5,321 shares

    2.22% of the 13F portfolio, value $4,734,391.

    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 24,819 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $4,115,735.

    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).