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Berkeley, Inc: V position timeline

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

Berkeley, Inc held 52,823 V 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 52,823 shares
    Change vs previous 13F +248 shares

    5.69% of the 13F portfolio, value $18,123,204.

    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 52,575 shares
    Change vs previous 13F +1,089 shares

    5.33% of the 13F portfolio, value $15,890,359.

    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 51,486 shares
    Change vs previous 13F +4,293 shares

    5.74% of the 13F portfolio, value $18,056,503.

    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 47,193 shares
    Change vs previous 13F +25 shares

    5.18% of the 13F portfolio, value $16,110,555.

    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 47,168 shares
    Change vs previous 13F -227 shares

    6.01% of the 13F portfolio, value $16,746,857.

    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 47,395 shares
    Change vs previous 13F -564 shares

    7.79% of the 13F portfolio, value $16,610,173.

    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 47,959 shares
    Change vs previous 13F -26,087 shares

    7.84% of the 13F portfolio, value $15,156,930.

    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 74,046 shares
    Change vs previous 13F not available

    5.93% of the 13F portfolio, value $20,359,100.

    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).