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North Berkeley Wealth Management, LLC: CVIE position timeline

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

North Berkeley Wealth Management, LLC held 116,086 CVIE 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 116,086 shares
    Change vs previous 13F +24,543 shares

    3.99% of the 13F portfolio, value $9,868,785.

    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 91,543 shares
    Change vs previous 13F +50,178 shares

    3.52% of the 13F portfolio, value $6,654,261.

    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 41,365 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,949,325.

    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).