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Berry Wealth Group, LP: MPC position timeline

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

Berry Wealth Group, LP held 12,222 MPC 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 12,222 shares
    Change vs previous 13F +2 shares

    10.04% of the 13F portfolio, value $3,124,692.

    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 12,220 shares
    Change vs previous 13F -303 shares

    11.15% of the 13F portfolio, value $2,983,905.

    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 12,523 shares
    Change vs previous 13F -352 shares

    7.15% of the 13F portfolio, value $2,036,563.

    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 12,875 shares
    Change vs previous 13F -14,535 shares

    8.1% of the 13F portfolio, value $2,481,574.

    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 27,410 shares
    Change vs previous 13F +43 shares

    3.19% of the 13F portfolio, value $4,553,153.

    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 27,367 shares
    Change vs previous 13F -1,439 shares

    3.12% of the 13F portfolio, value $3,987,035.

    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 28,806 shares
    Change vs previous 13F -1,136 shares

    2.9% of the 13F portfolio, value $4,018,491.

    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 29,942 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $4,877,842.

    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).