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North Berkeley Wealth Management, LLC: NXTE position timeline

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

North Berkeley Wealth Management, LLC held 42,913 NXTE 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 42,913 shares
    Change vs previous 13F -2,285 shares

    0.94% of the 13F portfolio, value $2,336,025.

    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 45,198 shares
    Change vs previous 13F +145 shares

    0.94% of the 13F portfolio, value $1,770,723.

    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 45,053 shares
    Change vs previous 13F -780 shares

    1.03% of the 13F portfolio, value $1,738,240.

    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 45,833 shares
    Change vs previous 13F -757 shares

    1.39% of the 13F portfolio, value $1,761,821.

    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 46,590 shares
    Change vs previous 13F -2,254 shares

    1.45% of the 13F portfolio, value $1,582,905.

    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 48,844 shares
    Change vs previous 13F +1,346 shares

    1.51% of the 13F portfolio, value $1,451,063.

    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 47,498 shares
    Change vs previous 13F not available

    1.53% of the 13F portfolio, value $1,509,924.

    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).