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Disclosery

Berry Wealth Group, LP: APD position timeline

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

Berry Wealth Group, LP held 776 APD 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 776 shares
    Change vs previous 13F -14 shares

    0.73% of the 13F portfolio, value $227,626.

    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 790 shares
    Change vs previous 13F -167 shares

    0.86% of the 13F portfolio, value $229,606.

    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 957 shares
    Change vs previous 13F -154 shares

    0.83% of the 13F portfolio, value $236,516.

    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 1,111 shares
    Change vs previous 13F -7,787 shares

    0.99% of the 13F portfolio, value $302,982.

    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 8,898 shares
    Change vs previous 13F +23 shares

    1.76% of the 13F portfolio, value $2,509,859.

    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 8,875 shares
    Change vs previous 13F -478 shares

    2.05% of the 13F portfolio, value $2,617,405.

    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 9,353 shares
    Change vs previous 13F -181 shares

    1.96% of the 13F portfolio, value $2,712,712.

    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 9,534 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $2,838,695.

    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).