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Disclosery

Berry Wealth Group, LP: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Berry Wealth Group, LP on ADI, newest first. How the timeline and the estimate are built.

Berry Wealth Group, LP held 723 ADI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 723 shares
    Change vs previous 13F -10 shares

    0.92% of the 13F portfolio, value $287,284.

    13F-HR 0001951757-26-001258 filed by Berry Wealth Group, LP
    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 733 shares
    Change vs previous 13F -251 shares

    0.87% of the 13F portfolio, value $233,077.

    13F-HR 0001951757-26-000698 filed by Berry Wealth Group, LP
    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 984 shares
    Change vs previous 13F -55 shares

    0.94% of the 13F portfolio, value $266,957.

    13F-HR 0001951757-26-000353 filed by Berry Wealth Group, LP
    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 1,039 shares
    Change vs previous 13F -9,333 shares

    0.83% of the 13F portfolio, value $255,228.

    13F-HR 0001951757-25-001408 filed by Berry Wealth Group, LP
    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 10,372 shares
    Change vs previous 13F -248 shares

    1.73% of the 13F portfolio, value $2,468,650.

    13F-HR 0001951757-25-001079 filed by Berry Wealth Group, LP
    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 10,620 shares
    Change vs previous 13F -557 shares

    1.68% of the 13F portfolio, value $2,141,669.

    13F-HR 0001951757-25-000426 filed by Berry Wealth Group, LP
    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 11,177 shares
    Change vs previous 13F -170 shares

    1.71% of the 13F portfolio, value $2,374,625.

    13F-HR 0001951757-25-000117 filed by Berry Wealth Group, LP
    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 11,347 shares
    Change vs previous 13F not available

    1.87% of the 13F portfolio, value $2,611,637.

    13F-HR 0001951757-24-001081 filed by Berry Wealth Group, LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).