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North Berkeley Wealth Management, LLC: VGSR position timeline

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

North Berkeley Wealth Management, LLC held 456,331 VGSR 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 456,331 shares
    Change vs previous 13F -23,694 shares

    2.1% of the 13F portfolio, value $5,195,329.

    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 480,025 shares
    Change vs previous 13F +8,083 shares

    2.62% of the 13F portfolio, value $4,958,659.

    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 471,942 shares
    Change vs previous 13F +27,151 shares

    2.9% of the 13F portfolio, value $4,908,197.

    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 444,791 shares
    Change vs previous 13F -3,379 shares

    3.74% of the 13F portfolio, value $4,737,025.

    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 448,170 shares
    Change vs previous 13F -1,615 shares

    4.3% of the 13F portfolio, value $4,687,859.

    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 449,785 shares
    Change vs previous 13F -6,609 shares

    4.75% of the 13F portfolio, value $4,560,820.

    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 456,394 shares
    Change vs previous 13F not available

    4.69% of the 13F portfolio, value $4,618,708.

    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).