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Disclosery

Berkeley, Inc: USMV position timeline

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

Berkeley, Inc held 5,012 USMV 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 5,012 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $483,445.

    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 5,012 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $464,801.

    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 5,012 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $471,917.

    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 5,012 shares
    Change vs previous 13F -250 shares

    0.15% of the 13F portfolio, value $476,829.

    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 5,262 shares
    Change vs previous 13F -179 shares

    0.18% of the 13F portfolio, value $493,931.

    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 5,441 shares
    Change vs previous 13F -1,174 shares

    0.24% of the 13F portfolio, value $509,616.

    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 6,615 shares
    Change vs previous 13F -6,597 shares

    0.3% of the 13F portfolio, value $587,334.

    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 13,212 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,206,436.

    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).