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Disclosery

North Berkeley Wealth Management, LLC: ACWI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Berkeley Wealth Management, LLC on ACWI, newest first. How the timeline and the estimate are built.

North Berkeley Wealth Management, LLC held 86,342 ACWI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 86,342 shares
    Change vs previous 13F +297 shares

    5.48% of the 13F portfolio, value $13,553,137.

    13F-HR 0001172661-26-002865 filed by North Berkeley Wealth Management, LLC
    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 86,045 shares
    Change vs previous 13F +4,955 shares

    6.29% of the 13F portfolio, value $11,906,087.

    13F-HR 0001172661-26-002248 filed by North Berkeley Wealth Management, LLC
    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 81,090 shares
    Change vs previous 13F +18 shares

    6.77% of the 13F portfolio, value $11,473,367.

    13F-HR 0001172661-26-000580 filed by North Berkeley Wealth Management, LLC
    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 81,072 shares
    Change vs previous 13F -1,438 shares

    8.84% of the 13F portfolio, value $11,207,397.

    13F-HR 0001172661-25-004580 filed by North Berkeley Wealth Management, LLC
    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 82,510 shares
    Change vs previous 13F +196 shares

    9.73% of the 13F portfolio, value $10,610,764.

    13F-HR 0001172661-25-003212 filed by North Berkeley Wealth Management, LLC
    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 82,314 shares
    Change vs previous 13F +2,245 shares

    9.97% of the 13F portfolio, value $9,580,554.

    13F-HR 0001172661-25-003209 filed by North Berkeley Wealth Management, LLC
    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 80,069 shares
    Change vs previous 13F not available

    9.55% of the 13F portfolio, value $9,408,165.

    13F-HR 0001172661-25-001380 filed by North Berkeley Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).