North Berkeley Wealth Management, LLC: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of North Berkeley Wealth Management, LLC on HD, newest first. How the timeline and the estimate are built.
North Berkeley Wealth Management, LLC held 0 HD shares at 2025-12-31 per its 13F-HR filed 2026-02-10.
the latest 13F is the newest step
- period ended2025-12-3113F 0 sharesChange vs previous 13F -553 shares
13F-HR 0001172661-26-000580 filed by North Berkeley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 553 sharesChange vs previous 13F 0 shares
0.18% of the 13F portfolio, value $224,071.
13F-HR 0001172661-25-004580 filed by North Berkeley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 553 sharesChange vs previous 13F -150 shares
0.19% of the 13F portfolio, value $202,752.
13F-HR 0001172661-25-003212 filed by North Berkeley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 703 sharesChange vs previous 13F -45 shares
0.27% of the 13F portfolio, value $257,643.
13F-HR 0001172661-25-003209 filed by North Berkeley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 748 sharesChange vs previous 13F not available
0.3% of the 13F portfolio, value $290,965.
13F-HR 0001172661-25-001380 filed by North Berkeley Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).