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Disclosery

Berry Wealth Group, LP: NFJ position timeline

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

Berry Wealth Group, LP held 12,159 NFJ 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 12,159 shares
    Change vs previous 13F +210 shares

    0.59% of the 13F portfolio, value $184,689.

    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 11,949 shares
    Change vs previous 13F +248 shares

    0.56% of the 13F portfolio, value $150,683.

    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 11,701 shares
    Change vs previous 13F +233 shares

    0.53% of the 13F portfolio, value $150,829.

    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 11,468 shares
    Change vs previous 13F +228 shares

    0.49% of the 13F portfolio, value $149,195.

    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 11,240 shares
    Change vs previous 13F +232 shares

    0.1% of the 13F portfolio, value $139,376.

    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 11,008 shares
    Change vs previous 13F +231 shares

    0.1% of the 13F portfolio, value $133,527.

    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 10,777 shares
    Change vs previous 13F +215 shares

    0.1% of the 13F portfolio, value $136,119.

    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 10,562 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $137,726.

    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).