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Disclosery

North Berkeley Wealth Management, LLC: CNC position timeline

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

North Berkeley Wealth Management, LLC held 0 CNC shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -12,460 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 12,460 shares
    Change vs previous 13F -4,116 shares

    0.62% of the 13F portfolio, value $676,315.

    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).

  3. period ended2025-03-31
    13F 16,576 shares
    Change vs previous 13F +5,237 shares

    1.05% of the 13F portfolio, value $1,006,329.

    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).

  4. period ended2024-12-31
    13F 11,339 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $686,917.

    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).