Skip to content
Disclosery

North Berkeley Wealth Management, LLC: VCEB position timeline

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

North Berkeley Wealth Management, LLC held 143,033 VCEB 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 143,033 shares
    Change vs previous 13F +63,285 shares

    3.63% of the 13F portfolio, value $8,976,752.

    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 79,748 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $5,010,567.

    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).