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Disclosery

Berkeley, Inc: XMHQ position timeline

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

Berkeley, Inc held 61,771 XMHQ 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 61,771 shares
    Change vs previous 13F +405 shares

    2.19% of the 13F portfolio, value $6,972,659.

    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 61,366 shares
    Change vs previous 13F +3,063 shares

    2.13% of the 13F portfolio, value $6,343,394.

    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 58,303 shares
    Change vs previous 13F -6,927 shares

    1.9% of the 13F portfolio, value $5,971,423.

    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 65,230 shares
    Change vs previous 13F +2,938 shares

    2.2% of the 13F portfolio, value $6,846,508.

    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 62,292 shares
    Change vs previous 13F +59,517 shares

    2.2% of the 13F portfolio, value $6,119,534.

    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 2,775 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $253,992.

    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).