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
- period ended2026-06-3013F 12,222 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,220 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,523 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,875 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 27,410 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 27,367 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,806 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 29,942 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).