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North Berkeley Wealth Management, LLC: IEMG position timeline

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

North Berkeley Wealth Management, LLC held 140,401 IEMG 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 140,401 shares
    Change vs previous 13F -7,103 shares

    4.7% of the 13F portfolio, value $11,630,852.

    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 147,504 shares
    Change vs previous 13F +2,198 shares

    5.44% of the 13F portfolio, value $10,288,432.

    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 145,306 shares
    Change vs previous 13F -4,224 shares

    5.76% of the 13F portfolio, value $9,767,447.

    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 149,530 shares
    Change vs previous 13F -3,694 shares

    7.78% of the 13F portfolio, value $9,856,985.

    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 153,224 shares
    Change vs previous 13F +325 shares

    8.44% of the 13F portfolio, value $9,198,047.

    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 152,899 shares
    Change vs previous 13F +7,480 shares

    8.59% of the 13F portfolio, value $8,251,979.

    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 145,419 shares
    Change vs previous 13F not available

    7.71% of the 13F portfolio, value $7,593,800.

    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).