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North Berkeley Wealth Management, LLC: NUSC position timeline

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

North Berkeley Wealth Management, LLC held 294,384 NUSC 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 294,384 shares
    Change vs previous 13F +533 shares

    6.2% of the 13F portfolio, value $15,343,295.

    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 293,851 shares
    Change vs previous 13F +8,147 shares

    7% of the 13F portfolio, value $13,240,927.

    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 285,704 shares
    Change vs previous 13F -634 shares

    7.52% of the 13F portfolio, value $12,756,695.

    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 286,338 shares
    Change vs previous 13F -3,976 shares

    9.96% of the 13F portfolio, value $12,627,495.

    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 290,314 shares
    Change vs previous 13F +26,727 shares

    10.85% of the 13F portfolio, value $11,827,382.

    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 263,587 shares
    Change vs previous 13F +17,253 shares

    10.52% of the 13F portfolio, value $10,105,916.

    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 246,334 shares
    Change vs previous 13F not available

    10.47% of the 13F portfolio, value $10,316,954.

    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).