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Disclosery

Berry Wealth Group, LP: CB position timeline

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

Berry Wealth Group, LP held 4,455 CB 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 4,455 shares
    Change vs previous 13F -60 shares

    4.88% of the 13F portfolio, value $1,517,910.

    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 4,515 shares
    Change vs previous 13F -208 shares

    5.5% of the 13F portfolio, value $1,471,525.

    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 4,723 shares
    Change vs previous 13F -98 shares

    5.18% of the 13F portfolio, value $1,474,027.

    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 4,821 shares
    Change vs previous 13F -8,838 shares

    4.44% of the 13F portfolio, value $1,360,616.

    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 13,659 shares
    Change vs previous 13F -29 shares

    2.77% of the 13F portfolio, value $3,957,323.

    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 13,688 shares
    Change vs previous 13F -624 shares

    3.23% of the 13F portfolio, value $4,133,730.

    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 14,312 shares
    Change vs previous 13F -300 shares

    2.85% of the 13F portfolio, value $3,954,514.

    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 14,612 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $4,213,830.

    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).