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Disclosery

Berry Wealth Group, LP: V position timeline

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

Berry Wealth Group, LP held 1,236 V 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 1,236 shares
    Change vs previous 13F +81 shares

    1.36% of the 13F portfolio, value $424,022.

    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 1,155 shares
    Change vs previous 13F +1 shares

    1.3% of the 13F portfolio, value $349,017.

    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 1,154 shares
    Change vs previous 13F -34 shares

    1.42% of the 13F portfolio, value $404,637.

    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 1,188 shares
    Change vs previous 13F -2,161 shares

    1.32% of the 13F portfolio, value $405,478.

    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 3,349 shares
    Change vs previous 13F +50 shares

    0.83% of the 13F portfolio, value $1,188,960.

    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 3,299 shares
    Change vs previous 13F +473 shares

    0.9% of the 13F portfolio, value $1,156,232.

    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 2,826 shares
    Change vs previous 13F +110 shares

    0.64% of the 13F portfolio, value $892,972.

    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 2,716 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $746,634.

    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).