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Berry Wealth Group, LP: MSI position timeline

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

Berry Wealth Group, LP held 4,074 MSI 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 4,074 shares
    Change vs previous 13F -70 shares

    5.44% of the 13F portfolio, value $1,692,090.

    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 4,144 shares
    Change vs previous 13F -273 shares

    6.72% of the 13F portfolio, value $1,798,432.

    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 4,417 shares
    Change vs previous 13F -195 shares

    5.94% of the 13F portfolio, value $1,692,970.

    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 4,612 shares
    Change vs previous 13F -11,617 shares

    6.88% of the 13F portfolio, value $2,109,251.

    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 16,229 shares
    Change vs previous 13F +97 shares

    4.77% of the 13F portfolio, value $6,823,604.

    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 16,132 shares
    Change vs previous 13F -730 shares

    5.53% of the 13F portfolio, value $7,062,882.

    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 16,862 shares
    Change vs previous 13F -266 shares

    5.62% of the 13F portfolio, value $7,794,248.

    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 17,128 shares
    Change vs previous 13F not available

    5.52% of the 13F portfolio, value $7,701,373.

    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).