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North Berkeley Wealth Management, LLC: DFAR position timeline

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

North Berkeley Wealth Management, LLC held 592,931 DFAR 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 592,931 shares
    Change vs previous 13F +171,714 shares

    6.27% of the 13F portfolio, value $15,511,068.

    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 421,217 shares
    Change vs previous 13F +253,820 shares

    5.27% of the 13F portfolio, value $9,961,783.

    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 167,397 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $3,833,593.

    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).