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Disclosery

Berry Wealth Group, LP: CME position timeline

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

Berry Wealth Group, LP held 1,036 CME 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 1,036 shares
    Change vs previous 13F -16 shares

    0.74% of the 13F portfolio, value $228,794.

    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 1,052 shares
    Change vs previous 13F -141 shares

    1.16% of the 13F portfolio, value $310,630.

    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 1,193 shares
    Change vs previous 13F -160 shares

    1.14% of the 13F portfolio, value $325,722.

    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 1,353 shares
    Change vs previous 13F -12,369 shares

    1.19% of the 13F portfolio, value $365,643.

    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 13,722 shares
    Change vs previous 13F +161 shares

    2.65% of the 13F portfolio, value $3,782,139.

    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 13,561 shares
    Change vs previous 13F +49 shares

    2.81% of the 13F portfolio, value $3,597,575.

    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 13,512 shares
    Change vs previous 13F +33 shares

    2.26% of the 13F portfolio, value $3,137,892.

    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 13,479 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $2,974,038.

    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).