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Disclosery

North Berkeley Wealth Management, LLC: SSD position timeline

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

North Berkeley Wealth Management, LLC held 72,440 SSD 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 72,440 shares
    Change vs previous 13F -7,150 shares

    6.13% of the 13F portfolio, value $15,165,314.

    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 79,590 shares
    Change vs previous 13F 0 shares

    7.22% of the 13F portfolio, value $13,659,236.

    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 79,590 shares
    Change vs previous 13F 0 shares

    7.58% of the 13F portfolio, value $12,851,398.

    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 79,590 shares
    Change vs previous 13F 0 shares

    10.52% of the 13F portfolio, value $13,328,142.

    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 79,590 shares
    Change vs previous 13F +200 shares

    11.34% of the 13F portfolio, value $12,361,123.

    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 79,390 shares
    Change vs previous 13F 0 shares

    12.98% of the 13F portfolio, value $12,470,582.

    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 79,390 shares
    Change vs previous 13F not available

    13.37% of the 13F portfolio, value $13,165,244.

    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).