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Berry Wealth Group, LP: HD position timeline

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

Berry Wealth Group, LP held 1,644 HD 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 1,644 shares
    Change vs previous 13F -466 shares

    1.86% of the 13F portfolio, value $579,893.

    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 2,110 shares
    Change vs previous 13F -664 shares

    2.59% of the 13F portfolio, value $694,107.

    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 2,774 shares
    Change vs previous 13F -92 shares

    3.35% of the 13F portfolio, value $954,668.

    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 2,866 shares
    Change vs previous 13F -9,478 shares

    3.79% of the 13F portfolio, value $1,161,194.

    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 12,344 shares
    Change vs previous 13F +298 shares

    3.17% of the 13F portfolio, value $4,525,700.

    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 12,046 shares
    Change vs previous 13F +21 shares

    3.45% of the 13F portfolio, value $4,414,820.

    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 12,025 shares
    Change vs previous 13F -82 shares

    3.37% of the 13F portfolio, value $4,677,683.

    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 12,107 shares
    Change vs previous 13F not available

    3.52% of the 13F portfolio, value $4,905,874.

    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).